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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
Q2 		– Sell
-185
Closed -$244 – 2343
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

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AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Root Financial Partners sold out of Pacific Biosciences (PACB) in Q2 2026, closing a stake of 185 shares — an estimated $244 sold.

Root Financial Partners first reported a position in PACB in Q4 2025 and held it in 2 quarters. The position peaked at $244 in Q1 2026. 223 funds tracked by Wall St. Rank hold PACB as of Q2 2026.

  • Root Financial Partners reported no remaining Pacific Biosciences position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 185 Pacific Biosciences shares in Q2 2026, an estimated $244.
  • Root Financial Partners first reported a position in Pacific Biosciences in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Pacific Biosciences position peaked at $244 in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2026.

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