Root Financial Partners
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Root Financial Partners’s SpyGlass Pharma SGP Stock Holding History

Root Financial Partners’s Portfolio SGP Stock Details SGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$234 Buy
+9
New +$222 ﹤0.01% 3471

Other funds holding SGP

Sterling Capital Management
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GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Root Financial Partners opened a new position in SpyGlass Pharma (SGP) in Q3 2026: 9 shares worth $234. The stake represents ﹤0.01% of the portfolio and ranks #3471 among its holdings.

5 funds tracked by Wall St. Rank hold SGP as of Q3 2026.

  • Root Financial Partners held 9 shares of SpyGlass Pharma worth $234 as of Q3 2026.
  • SpyGlass Pharma was a new Root Financial Partners position in Q3 2026.
  • SpyGlass Pharma made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3471 holding.
  • 5 funds tracked by Wall St. Rank held SpyGlass Pharma as of Q3 2026.

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