Root Financial Partners
KYTX icon

Root Financial Partners’s Kyverna Therapeutics KYTX Stock Holding History

Root Financial Partners’s Portfolio KYTX Stock Details KYTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$75 Buy
+11
New +$87 ﹤0.01% 3686

Other funds holding KYTX

IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Root Financial Partners's KYTX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Kyverna Therapeutics (KYTX) in Q3 2026: 11 shares worth $75. The stake represents ﹤0.01% of the portfolio and ranks #3686 among its holdings.

10 funds tracked by Wall St. Rank hold KYTX as of Q3 2026.

  • Root Financial Partners held 11 shares of Kyverna Therapeutics worth $75 as of Q3 2026.
  • Kyverna Therapeutics was a new Root Financial Partners position in Q3 2026.
  • Kyverna Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3686 holding.
  • 10 funds tracked by Wall St. Rank held Kyverna Therapeutics as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.