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Root Financial Partners’s Pangaea Logistics PANL Stock Holding History

Root Financial Partners’s Portfolio PANL Stock Details PANL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-32
Closed -$227 – 2345
2026
Q1 		$227 Buy
+32
New +$252 ﹤0.01% 3119

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

Root Financial Partners sold out of Pangaea Logistics (PANL) in Q2 2026, closing a stake of 32 shares — an estimated $227 sold.

Root Financial Partners first reported a position in PANL in Q1 2026 and held it in 1 quarter. The position peaked at $227 in Q1 2026. 159 funds tracked by Wall St. Rank hold PANL as of Q2 2026.

  • Root Financial Partners reported no remaining Pangaea Logistics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 32 Pangaea Logistics shares in Q2 2026, an estimated $227.
  • Root Financial Partners first reported a position in Pangaea Logistics in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Pangaea Logistics position peaked at $227 in Q1 2026.
  • 159 funds tracked by Wall St. Rank held Pangaea Logistics as of Q2 2026.

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