Root Financial Partners
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Root Financial Partners’s Larimar Therapeutics LRMR Stock Holding History

Root Financial Partners’s Portfolio LRMR Stock Details LRMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.03K Buy
+321
New +$1.24K ﹤0.01% 2937
2026
Q2 		– Sell
-1,631
Closed -$7.34K – 1985
2026
Q1 		$7.34K Buy
+1,631
New +$6.52K ﹤0.01% 1802

Other funds holding LRMR

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Next Level Private
Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
Cherry Tree Wealth Management
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

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

Root Financial Partners opened a new position in Larimar Therapeutics (LRMR) in Q3 2026: 321 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #2937 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LRMR as recently as Q1 2026.

Root Financial Partners first reported a position in LRMR in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.34K in Q1 2026. 26 funds tracked by Wall St. Rank hold LRMR as of Q3 2026.

  • Root Financial Partners held 321 shares of Larimar Therapeutics worth $1.03K as of Q3 2026.
  • Larimar Therapeutics was a new Root Financial Partners position in Q3 2026.
  • Larimar Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2937 holding.
  • Root Financial Partners first reported a position in Larimar Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Larimar Therapeutics position peaked at $7.34K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Larimar Therapeutics as of Q3 2026.

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