Root Financial Partners
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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
Q3 		$2.86K Buy
+356
New +$2.74K ﹤0.01% 2471
2026
Q2 		– Sell
-32
Closed -$227 – 2345
2026
Q1 		$227 Buy
+32
New +$252 ﹤0.01% 3119

Other funds holding PANL

Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Lakewood Asset Management
Lakewood Asset Management Naperville, Illinois $194M AUM 16.07% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Root Financial Partners opened a new position in Pangaea Logistics (PANL) in Q3 2026: 356 shares worth $2.86K. The stake represents ﹤0.01% of the portfolio and ranks #2471 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PANL as recently as Q1 2026.

Root Financial Partners first reported a position in PANL in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold PANL as of Q3 2026.

  • Root Financial Partners held 356 shares of Pangaea Logistics worth $2.86K as of Q3 2026.
  • Pangaea Logistics was a new Root Financial Partners position in Q3 2026.
  • Pangaea Logistics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2471 holding.
  • Root Financial Partners first reported a position in Pangaea Logistics in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Pangaea Logistics as of Q3 2026.

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