Root Financial Partners’s Zura Bio ZURA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$100	Buy	+24	New	+$128	﹤0.01%	3649

Other funds holding ZURA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

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

Root Financial Partners opened a new position in Zura Bio (ZURA) in Q3 2026: 24 shares worth $100. The stake represents ﹤0.01% of the portfolio and ranks #3649 among its holdings.

11 funds tracked by Wall St. Rank hold ZURA as of Q3 2026.

Root Financial Partners held 24 shares of Zura Bio worth $100 as of Q3 2026.
Zura Bio was a new Root Financial Partners position in Q3 2026.
Zura Bio made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3649 holding.
11 funds tracked by Wall St. Rank held Zura Bio as of Q3 2026.

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