Root Financial Partners
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Root Financial Partners’s Tectonic Therapeutic TECX Stock Holding History

Root Financial Partners’s Portfolio TECX Stock Details TECX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$373 Buy
+16
New +$501 ﹤0.01% 3335
2026
Q2 		– Sell
-5
Closed -$155 – 3329
2026
Q1 		$155 Buy
+5
New +$123 ﹤0.01% 3204

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Y-Intercept (HK)
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Simplex Trading
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ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

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

Root Financial Partners opened a new position in Tectonic Therapeutic (TECX) in Q3 2026: 16 shares worth $373. The stake represents ﹤0.01% of the portfolio and ranks #3335 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TECX as recently as Q1 2026.

Root Financial Partners first reported a position in TECX in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold TECX as of Q3 2026.

  • Root Financial Partners held 16 shares of Tectonic Therapeutic worth $373 as of Q3 2026.
  • Tectonic Therapeutic was a new Root Financial Partners position in Q3 2026.
  • Tectonic Therapeutic made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3335 holding.
  • Root Financial Partners first reported a position in Tectonic Therapeutic in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Tectonic Therapeutic as of Q3 2026.

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