Root Financial Partners’s Xeris Biopharma Holdings XERS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.32K	Buy	+452	New	+$3.82K	﹤0.01%	2281

Other funds holding XERS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Root Financial Partners opened a new position in Xeris Biopharma Holdings (XERS) in Q3 2026: 452 shares worth $4.32K. The stake represents ﹤0.01% of the portfolio and ranks #2281 among its holdings.

182 funds tracked by Wall St. Rank hold XERS as of Q3 2026.

Root Financial Partners held 452 shares of Xeris Biopharma Holdings worth $4.32K as of Q3 2026.
Xeris Biopharma Holdings was a new Root Financial Partners position in Q3 2026.
Xeris Biopharma Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2281 holding.
182 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q3 2026.

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