Root Financial Partners’s Olema Pharmaceuticals OLMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$147	Buy	+17	New	+$185	﹤0.01%	3578

Other funds holding OLMA

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

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return

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

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

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

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

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

Root Financial Partners opened a new position in Olema Pharmaceuticals (OLMA) in Q3 2026: 17 shares worth $147. The stake represents ﹤0.01% of the portfolio and ranks #3578 among its holdings.

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

Root Financial Partners held 17 shares of Olema Pharmaceuticals worth $147 as of Q3 2026.
Olema Pharmaceuticals was a new Root Financial Partners position in Q3 2026.
Olema Pharmaceuticals made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3578 holding.
12 funds tracked by Wall St. Rank held Olema Pharmaceuticals as of Q3 2026.

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