Root Financial Partners
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Root Financial Partners’s Savara SVRA Stock Holding History

Root Financial Partners’s Portfolio SVRA Stock Details SVRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$748 Buy
+145
New +$801 ﹤0.01% 3075
2026
Q2 		– Sell
-17
Closed -$93 – 2850
2026
Q1 		$93 Buy
+17
New +$95 ﹤0.01% 3295

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Nan Fung Trinity
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.04B AUM 32.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DA
DCF Advisers Greenwich, Connecticut $444M AUM 151.5% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

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

Root Financial Partners opened a new position in Savara (SVRA) in Q3 2026: 145 shares worth $748. The stake represents ﹤0.01% of the portfolio and ranks #3075 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SVRA as recently as Q1 2026.

Root Financial Partners first reported a position in SVRA in Q1 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold SVRA as of Q3 2026.

  • Root Financial Partners held 145 shares of Savara worth $748 as of Q3 2026.
  • Savara was a new Root Financial Partners position in Q3 2026.
  • Savara made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3075 holding.
  • Root Financial Partners first reported a position in Savara in Q1 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held Savara as of Q3 2026.

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