Root Financial Partners’s MacroGenics MGNX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$205	Buy	+53	New	+$219	﹤0.01%	3499

Other funds holding MGNX

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Lantern Wealth Advisors Melville, New York $232M AUM 16.88% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

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

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

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

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

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

Root Financial Partners opened a new position in MacroGenics (MGNX) in Q3 2026: 53 shares worth $205. The stake represents ﹤0.01% of the portfolio and ranks #3499 among its holdings.

15 funds tracked by Wall St. Rank hold MGNX as of Q3 2026.

Root Financial Partners held 53 shares of MacroGenics worth $205 as of Q3 2026.
MacroGenics was a new Root Financial Partners position in Q3 2026.
MacroGenics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3499 holding.
15 funds tracked by Wall St. Rank held MacroGenics as of Q3 2026.

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