Root Financial Partners
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Root Financial Partners’s Phathom Pharmaceuticals PHAT Stock Holding History

Root Financial Partners’s Portfolio PHAT Stock Details PHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$197 Buy
+27
New +$255 ﹤0.01% 3511
2026
Q2 		– Sell
-11
Closed -$122 – 2398
2026
Q1 		$122 Buy
+11
New +$139 ﹤0.01% 3244

Other funds holding PHAT

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Carlyle Group
Carlyle Group Washington, District of Columbia $8.36B AUM 14.46% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Catalys Pacific
Catalys Pacific Tokyo, Japan $210M AUM 33.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Root Financial Partners opened a new position in Phathom Pharmaceuticals (PHAT) in Q3 2026: 27 shares worth $197. The stake represents ﹤0.01% of the portfolio and ranks #3511 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PHAT as recently as Q1 2026.

Root Financial Partners first reported a position in PHAT in Q1 2026 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold PHAT as of Q3 2026.

  • Root Financial Partners held 27 shares of Phathom Pharmaceuticals worth $197 as of Q3 2026.
  • Phathom Pharmaceuticals was a new Root Financial Partners position in Q3 2026.
  • Phathom Pharmaceuticals made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3511 holding.
  • Root Financial Partners first reported a position in Phathom Pharmaceuticals in Q1 2026 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q3 2026.

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