Root Financial Partners
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Root Financial Partners’s Liquidia Corp LQDA Stock Holding History

Root Financial Partners’s Portfolio LQDA Stock Details LQDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.72K Buy
+90
New +$6.77K ﹤0.01% 2491
2026
Q2 		– Sell
-7
Closed -$264 – 1984
2026
Q1 		$264 Buy
+7
New +$260 ﹤0.01% 3085

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Purewater Capital
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Root Financial Partners opened a new position in Liquidia Corp (LQDA) in Q3 2026: 90 shares worth $2.72K. The stake represents ﹤0.01% of the portfolio and ranks #2491 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LQDA as recently as Q1 2026.

Root Financial Partners first reported a position in LQDA in Q1 2026 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold LQDA as of Q3 2026.

  • Root Financial Partners held 90 shares of Liquidia Corp worth $2.72K as of Q3 2026.
  • Liquidia Corp was a new Root Financial Partners position in Q3 2026.
  • Liquidia Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2491 holding.
  • Root Financial Partners first reported a position in Liquidia Corp in Q1 2026 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held Liquidia Corp as of Q3 2026.

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