Root Financial Partners
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Root Financial Partners’s MBX Biosciences MBX Stock Holding History

Root Financial Partners’s Portfolio MBX Stock Details MBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$59 Buy
+1
New +$63 ﹤0.01% 3710

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Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Root Financial Partners opened a new position in MBX Biosciences (MBX) in Q3 2026: 1 share worth $59. The stake represents ﹤0.01% of the portfolio and ranks #3710 among its holdings.

78 funds tracked by Wall St. Rank hold MBX as of Q3 2026.

  • Root Financial Partners held 1 share of MBX Biosciences worth $59 as of Q3 2026.
  • MBX Biosciences was a new Root Financial Partners position in Q3 2026.
  • MBX Biosciences made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3710 holding.
  • 78 funds tracked by Wall St. Rank held MBX Biosciences as of Q3 2026.

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