Root Financial Partners
PCVX icon

Root Financial Partners’s Vaxcyte PCVX Stock Holding History

Root Financial Partners’s Portfolio PCVX Stock Details PCVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.8K Buy
+296
New +$17.3K ﹤0.01% 1647
2026
Q1 		– Sell
-3
Closed -$138 – 3528
2025
Q4 		$138 Buy
+3
New +$134 ﹤0.01% 2312

Other funds holding PCVX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Pivotal bioVenture Partners Investment Advisor
Pivotal bioVenture Partners Investment Advisor San Francisco, California $252M AUM 45.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Eventide Asset Management
Eventide Asset Management Boston, Massachusetts $7.14B AUM 65.02% 1-Year Est. Return

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

Root Financial Partners opened a new position in Vaxcyte (PCVX) in Q3 2026: 296 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #1647 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PCVX as recently as Q4 2025.

Root Financial Partners first reported a position in PCVX in Q4 2025 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold PCVX as of Q3 2026.

  • Root Financial Partners held 296 shares of Vaxcyte worth $16.8K as of Q3 2026.
  • Vaxcyte was a new Root Financial Partners position in Q3 2026.
  • Vaxcyte made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1647 holding.
  • Root Financial Partners first reported a position in Vaxcyte in Q4 2025 and has held it in 2 quarters since.
  • 259 funds tracked by Wall St. Rank held Vaxcyte as of Q3 2026.

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