Root Financial Partners’s OmniAb OABI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-13	Closed	-$20	–	2265
2026 Q1	$20	Buy	+13	New	+$23	﹤0.01%	3437

Other funds holding OABI

WCM

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Root Financial Partners's OABI Position: Q2 2026 in Review

Root Financial Partners sold out of OmniAb (OABI) in Q2 2026, closing a stake of 13 shares — an estimated $20 sold.

Root Financial Partners first reported a position in OABI in Q1 2026 and held it in 1 quarter. The position peaked at $20 in Q1 2026. 131 funds tracked by Wall St. Rank hold OABI as of Q2 2026.

Root Financial Partners reported no remaining OmniAb position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 13 OmniAb shares in Q2 2026, an estimated $20.
Root Financial Partners first reported a position in OmniAb in Q1 2026 and held it in 1 quarter.
Root Financial Partners's OmniAb position peaked at $20 in Q1 2026.
131 funds tracked by Wall St. Rank held OmniAb as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.