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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

Root Financial Partners's SRRK Position: Q2 2026 in Review

Root Financial Partners sold out of Scholar Rock (SRRK) in Q2 2026, closing a stake of 34 shares — an estimated $1.67K sold.

Root Financial Partners first reported a position in SRRK in Q3 2025 and held it in 3 quarters. The position peaked at $1.67K in Q1 2026. 306 funds tracked by Wall St. Rank hold SRRK as of Q2 2026.

  • Root Financial Partners reported no remaining Scholar Rock position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 34 Scholar Rock shares in Q2 2026, an estimated $1.67K.
  • Root Financial Partners first reported a position in Scholar Rock in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Scholar Rock position peaked at $1.67K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held Scholar Rock as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.