Root Financial Partners
RGNX icon

Root Financial Partners’s Regenxbio RGNX Stock Holding History

Root Financial Partners’s Portfolio RGNX Stock Details RGNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.52K Buy
+334
New +$3.39K ﹤0.01% 2530
2026
Q2 		– Sell
-202
Closed -$1.69K – 2547
2026
Q1 		$1.69K Buy
+202
New +$2.12K ﹤0.01% 2387

Other funds holding RGNX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

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

Root Financial Partners opened a new position in Regenxbio (RGNX) in Q3 2026: 334 shares worth $2.52K. The stake represents ﹤0.01% of the portfolio and ranks #2530 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RGNX as recently as Q1 2026.

Root Financial Partners first reported a position in RGNX in Q1 2026 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold RGNX as of Q3 2026.

  • Root Financial Partners held 334 shares of Regenxbio worth $2.52K as of Q3 2026.
  • Regenxbio was a new Root Financial Partners position in Q3 2026.
  • Regenxbio made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2530 holding.
  • Root Financial Partners first reported a position in Regenxbio in Q1 2026 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held Regenxbio as of Q3 2026.

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