Root Financial Partners
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Root Financial Partners’s Scholar Rock SRRK Stock Holding History

Root Financial Partners’s Portfolio SRRK Stock Details SRRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.04K Buy
+63
New +$3.32K ﹤0.01% 2438
2026
Q2 		– Sell
-34
Closed -$1.67K – 2806
2026
Q1 		$1.67K Buy
34
+14
+70% +$627 ﹤0.01% 2393
2025
Q4 		$881 Hold
20
– – ﹤0.01% 2124
2025
Q3 		$745 Buy
+20
New +$700 ﹤0.01% 2104

Other funds holding SRRK

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nan Fung Trinity
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.04B AUM 32.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

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

Root Financial Partners opened a new position in Scholar Rock (SRRK) in Q3 2026: 63 shares worth $3.04K. The stake represents ﹤0.01% of the portfolio and ranks #2438 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SRRK as recently as Q1 2026.

Root Financial Partners first reported a position in SRRK in Q3 2025 and has held it in 4 quarters since. 120 funds tracked by Wall St. Rank hold SRRK as of Q3 2026.

  • Root Financial Partners held 63 shares of Scholar Rock worth $3.04K as of Q3 2026.
  • Scholar Rock was a new Root Financial Partners position in Q3 2026.
  • Scholar Rock made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2438 holding.
  • Root Financial Partners first reported a position in Scholar Rock in Q3 2025 and has held it in 4 quarters since.
  • 120 funds tracked by Wall St. Rank held Scholar Rock as of Q3 2026.

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