Root Financial Partners’s First Tracks Biotherapeutics TRAX Stock Holding History

Root Financial Partners’s Portfolio TRAX Stock Details TRAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$780	Buy	+22	New	+$859	﹤0.01%	3064

Other funds holding TRAX

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

Root Financial Partners opened a new position in First Tracks Biotherapeutics (TRAX) in Q3 2026: 22 shares worth $780. The stake represents ﹤0.01% of the portfolio and ranks #3064 among its holdings.

12 funds tracked by Wall St. Rank hold TRAX as of Q3 2026.

Root Financial Partners held 22 shares of First Tracks Biotherapeutics worth $780 as of Q3 2026.
First Tracks Biotherapeutics was a new Root Financial Partners position in Q3 2026.
First Tracks Biotherapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3064 holding.
12 funds tracked by Wall St. Rank held First Tracks Biotherapeutics as of Q3 2026.

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