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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
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 $1.9T AUM 41.92% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Root Financial Partners increased its Scholar Rock (SRRK) stake by 70% in Q1 2026, buying an estimated $627 and bringing the position to 34 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

Root Financial Partners first reported a position in SRRK in Q3 2025 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold SRRK as of Q1 2026.

  • Root Financial Partners held 34 shares of Scholar Rock worth $1.67K as of Q1 2026.
  • Root Financial Partners bought 14 Scholar Rock shares in Q1 2026, an estimated $627.
  • Scholar Rock made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2393 holding.
  • Root Financial Partners first reported a position in Scholar Rock in Q3 2025 and has held it in 3 quarters since.
  • 274 funds tracked by Wall St. Rank held Scholar Rock as of Q1 2026.

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