RFP
RGEN icon

Root Financial Partners’s Repligen RGEN Stock Holding History

Root Financial Partners’s Portfolio RGEN Stock Details RGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2K Sell
17
-65
-79% -$9.08K ﹤0.01% 2319
2025
Q4 		$13.4K Buy
82
+25
+44% +$3.92K ﹤0.01% 1368
2025
Q3 		$7.62K Buy
+57
New +$6.92K ﹤0.01% 1558

Other funds holding RGEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Root Financial Partners reduced its Repligen (RGEN) stake by 79% in Q1 2026, selling an estimated $9.08K and leaving 17 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2319.

Root Financial Partners first reported a position in RGEN in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.4K in Q4 2025. 441 funds tracked by Wall St. Rank hold RGEN as of Q1 2026.

  • Root Financial Partners held 17 shares of Repligen worth $2K as of Q1 2026.
  • Root Financial Partners sold 65 Repligen shares in Q1 2026, an estimated $9.08K.
  • Repligen made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2319 holding.
  • Root Financial Partners first reported a position in Repligen in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Repligen position peaked at $13.4K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Repligen as of Q1 2026.

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