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Root Financial Partners’s Protagonist Therapeutics PTGX Stock Holding History

Root Financial Partners’s Portfolio PTGX Stock Details PTGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$316 Hold
3
– – ﹤0.01% 3017
2025
Q4 		$262 Buy
+3
New +$246 ﹤0.01% 2277

Other funds holding PTGX

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FCM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return

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

Root Financial Partners held its Protagonist Therapeutics (PTGX) position steady in Q1 2026 at 3 shares worth $316. The position accounts for ﹤0.01% of the portfolio, ranked #3017.

Root Financial Partners first reported a position in PTGX in Q4 2025 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold PTGX as of Q1 2026.

  • Root Financial Partners held 3 shares of Protagonist Therapeutics worth $316 as of Q1 2026.
  • Root Financial Partners left its Protagonist Therapeutics share count unchanged in Q1 2026.
  • Protagonist Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3017 holding.
  • Root Financial Partners first reported a position in Protagonist Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held Protagonist Therapeutics as of Q1 2026.

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