Root Financial Partners’s Xoma XOMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-13	Closed	-$408	–	3229
2026 Q1	$408	Buy	+13	New	+$348	﹤0.01%	2937

Other funds holding XOMA

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WIC

Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return

Root Financial Partners's XOMA Position: Q2 2026 in Review

Root Financial Partners sold out of Xoma (XOMA) in Q2 2026, closing a stake of 13 shares — an estimated $408 sold.

Root Financial Partners first reported a position in XOMA in Q1 2026 and held it in 1 quarter. The position peaked at $408 in Q1 2026. 98 funds tracked by Wall St. Rank hold XOMA as of Q2 2026.

Root Financial Partners reported no remaining Xoma position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 13 Xoma shares in Q2 2026, an estimated $408.
Root Financial Partners first reported a position in Xoma in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Xoma position peaked at $408 in Q1 2026.
98 funds tracked by Wall St. Rank held Xoma as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.