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Root Financial Partners’s Pacific Biosciences PACB Stock Holding History

Root Financial Partners’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$244 Buy
185
+85
+85% +$152 ﹤0.01% 3103
2025
Q4 		$187 Buy
+100
New +$192 ﹤0.01% 2297

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Root Financial Partners's PACB Position: Q1 2026 in Review

Root Financial Partners increased its Pacific Biosciences (PACB) stake by 85% in Q1 2026, buying an estimated $152 and bringing the position to 185 shares worth $244. The position accounts for ﹤0.01% of the portfolio, ranked #3103.

Root Financial Partners first reported a position in PACB in Q4 2025 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold PACB as of Q1 2026.

  • Root Financial Partners held 185 shares of Pacific Biosciences worth $244 as of Q1 2026.
  • Root Financial Partners bought 85 Pacific Biosciences shares in Q1 2026, an estimated $152.
  • Pacific Biosciences made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3103 holding.
  • Root Financial Partners first reported a position in Pacific Biosciences in Q4 2025 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held Pacific Biosciences as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.