Root Financial Partners
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Root Financial Partners’s Travere Therapeutics TVTX Stock Holding History

Root Financial Partners’s Portfolio TVTX Stock Details TVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.42K Buy
+160
New +$9.8K ﹤0.01% 1940
2026
Q2 		– Sell
-110
Closed -$3.27K – 2987
2026
Q1 		$3.27K Buy
+110
New +$3.29K ﹤0.01% 2120

Other funds holding TVTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

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

Root Financial Partners opened a new position in Travere Therapeutics (TVTX) in Q3 2026: 160 shares worth $9.42K. The stake represents ﹤0.01% of the portfolio and ranks #1940 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TVTX as recently as Q1 2026.

Root Financial Partners first reported a position in TVTX in Q1 2026 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold TVTX as of Q3 2026.

  • Root Financial Partners held 160 shares of Travere Therapeutics worth $9.42K as of Q3 2026.
  • Travere Therapeutics was a new Root Financial Partners position in Q3 2026.
  • Travere Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1940 holding.
  • Root Financial Partners first reported a position in Travere Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held Travere Therapeutics as of Q3 2026.

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