Root Financial Partners
OPK icon

Root Financial Partners’s Opko Health OPK Stock Holding History

Root Financial Partners’s Portfolio OPK Stock Details OPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$256 Buy
+159
New +$230 ﹤0.01% 3449
2026
Q2 		– Sell
-100
Closed -$114 – 2311
2026
Q1 		$114 Hold
100
– – ﹤0.01% 3258
2025
Q4 		$126 Hold
100
– – ﹤0.01% 2317
2025
Q3 		$155 Buy
+100
New +$137 ﹤0.01% 2219

Other funds holding OPK

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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Y.D. More Investments
Y.D. More Investments Ramat Gan, Israel $3.47B AUM 82.09% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

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

Root Financial Partners opened a new position in Opko Health (OPK) in Q3 2026: 159 shares worth $256. The stake represents ﹤0.01% of the portfolio and ranks #3449 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OPK as recently as Q1 2026.

Root Financial Partners first reported a position in OPK in Q3 2025 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold OPK as of Q3 2026.

  • Root Financial Partners held 159 shares of Opko Health worth $256 as of Q3 2026.
  • Opko Health was a new Root Financial Partners position in Q3 2026.
  • Opko Health made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3449 holding.
  • Root Financial Partners first reported a position in Opko Health in Q3 2025 and has held it in 4 quarters since.
  • 92 funds tracked by Wall St. Rank held Opko Health as of Q3 2026.

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