RFP
PBK

Root Financial Partners’s PowerBank Corp PBK Stock Holding History

Root Financial Partners’s Portfolio PBK Stock Details PBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-200
Closed -$107 – 3297
2026
Q1 		$107 Hold
200
– – ﹤0.01% 3269
2025
Q4 		$362 Buy
+200
New +$341 ﹤0.01% 2247

Other funds holding PBK

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Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.77B AUM 26.68% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

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

Root Financial Partners sold out of PowerBank Corp (PBK) in Q2 2026, closing a stake of 200 shares — an estimated $107 sold.

Root Financial Partners first reported a position in PBK in Q4 2025 and held it in 2 quarters. The position peaked at $362 in Q4 2025. 28 funds tracked by Wall St. Rank hold PBK as of Q2 2026.

  • Root Financial Partners reported no remaining PowerBank Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 200 PowerBank Corp shares in Q2 2026, an estimated $107.
  • Root Financial Partners first reported a position in PowerBank Corp in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's PowerBank Corp position peaked at $362 in Q4 2025.
  • 28 funds tracked by Wall St. Rank held PowerBank Corp as of Q2 2026.

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