Root Financial Partners
TEM icon

Root Financial Partners’s Tempus AI TEM Stock Holding History

Root Financial Partners’s Portfolio TEM Stock Details TEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.29K Buy
+89
New +$5.37K ﹤0.01% 2065
2026
Q2 		– Sell
-5
Closed -$226 – 3328
2026
Q1 		$226 Buy
+5
New +$284 ﹤0.01% 3123

Other funds holding TEM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
GC Wealth Management RIA
GC Wealth Management RIA Cambridge, Massachusetts $2.08B AUM 16.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Alphabet Inc
Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Root Financial Partners opened a new position in Tempus AI (TEM) in Q3 2026: 89 shares worth $7.29K. The stake represents ﹤0.01% of the portfolio and ranks #2065 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TEM as recently as Q1 2026.

Root Financial Partners first reported a position in TEM in Q1 2026 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold TEM as of Q3 2026.

  • Root Financial Partners held 89 shares of Tempus AI worth $7.29K as of Q3 2026.
  • Tempus AI was a new Root Financial Partners position in Q3 2026.
  • Tempus AI made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2065 holding.
  • Root Financial Partners first reported a position in Tempus AI in Q1 2026 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held Tempus AI as of Q3 2026.

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