Root Financial Partners’s Portfolio Building Block World Pharma and Biotech Index ETF PBPH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$19.8K	Buy	+697	New	+$19.6K	﹤0.01%	1559

Other funds holding PBPH

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

Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return

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

Root Financial Partners opened a new position in Portfolio Building Block World Pharma and Biotech Index ETF (PBPH) in Q3 2026: 697 shares worth $19.8K. The stake represents ﹤0.01% of the portfolio and ranks #1559 among its holdings.

4 funds tracked by Wall St. Rank hold PBPH as of Q3 2026.

Root Financial Partners held 697 shares of Portfolio Building Block World Pharma and Biotech Index ETF worth $19.8K as of Q3 2026.
Portfolio Building Block World Pharma and Biotech Index ETF was a new Root Financial Partners position in Q3 2026.
Portfolio Building Block World Pharma and Biotech Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1559 holding.
4 funds tracked by Wall St. Rank held Portfolio Building Block World Pharma and Biotech Index ETF as of Q3 2026.

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