Root Financial Partners
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Root Financial Partners’s Orchestra BioMed OBIO Stock Holding History

Root Financial Partners’s Portfolio OBIO Stock Details OBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$149 Buy
+24
New +$115 ﹤0.01% 3576

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Bank of New York Mellon
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IFP Advisors
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SEI Investments
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Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Root Financial Partners opened a new position in Orchestra BioMed (OBIO) in Q3 2026: 24 shares worth $149. The stake represents ﹤0.01% of the portfolio and ranks #3576 among its holdings.

45 funds tracked by Wall St. Rank hold OBIO as of Q3 2026.

  • Root Financial Partners held 24 shares of Orchestra BioMed worth $149 as of Q3 2026.
  • Orchestra BioMed was a new Root Financial Partners position in Q3 2026.
  • Orchestra BioMed made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3576 holding.
  • 45 funds tracked by Wall St. Rank held Orchestra BioMed as of Q3 2026.

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