Root Financial Partners’s Lexeo Therapeutics LXEO Stock Holding History

Root Financial Partners’s Portfolio LXEO Stock Details LXEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$74	Buy	+22	New	+$100	﹤0.01%	3687

Other funds holding LXEO

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Root Financial Partners opened a new position in Lexeo Therapeutics (LXEO) in Q3 2026: 22 shares worth $74. The stake represents ﹤0.01% of the portfolio and ranks #3687 among its holdings.

12 funds tracked by Wall St. Rank hold LXEO as of Q3 2026.

Root Financial Partners held 22 shares of Lexeo Therapeutics worth $74 as of Q3 2026.
Lexeo Therapeutics was a new Root Financial Partners position in Q3 2026.
Lexeo Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3687 holding.
12 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q3 2026.

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