Root Financial Partners
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Root Financial Partners’s TriSalus Life Sciences TLSI Stock Holding History

Root Financial Partners’s Portfolio TLSI Stock Details TLSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$69 Buy
+16
New +$76 ﹤0.01% 3693
2026
Q2 		– Sell
-12
Closed -$48 – 2927
2026
Q1 		$48 Buy
+12
New +$59 ﹤0.01% 3383

Other funds holding TLSI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
White Pine Capital
White Pine Capital Bloomington, Minnesota $419M AUM 48.71% 1-Year Est. Return
Perkins Capital Management
Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Root Financial Partners opened a new position in TriSalus Life Sciences (TLSI) in Q3 2026: 16 shares worth $69. The stake represents ﹤0.01% of the portfolio and ranks #3693 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TLSI as recently as Q1 2026.

Root Financial Partners first reported a position in TLSI in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold TLSI as of Q3 2026.

  • Root Financial Partners held 16 shares of TriSalus Life Sciences worth $69 as of Q3 2026.
  • TriSalus Life Sciences was a new Root Financial Partners position in Q3 2026.
  • TriSalus Life Sciences made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3693 holding.
  • Root Financial Partners first reported a position in TriSalus Life Sciences in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held TriSalus Life Sciences as of Q3 2026.

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