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
Q1 		$107 Hold
200
– – ﹤0.01% 3269
2025
Q4 		$362 Buy
+200
New +$341 ﹤0.01% 2247

Other funds holding PBK

CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

Root Financial Partners's PBK Position: Q1 2026 in Review

Root Financial Partners held its PowerBank Corp (PBK) position steady in Q1 2026 at 200 shares worth $107. The position accounts for ﹤0.01% of the portfolio, ranked #3269.

Root Financial Partners first reported a position in PBK in Q4 2025 and has held it in 2 quarters since. The position peaked at $362 in Q4 2025. 29 funds tracked by Wall St. Rank hold PBK as of Q1 2026.

  • Root Financial Partners held 200 shares of PowerBank Corp worth $107 as of Q1 2026.
  • Root Financial Partners left its PowerBank Corp share count unchanged in Q1 2026.
  • PowerBank Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3269 holding.
  • Root Financial Partners first reported a position in PowerBank Corp in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's PowerBank Corp position peaked at $362 in Q4 2025.
  • 29 funds tracked by Wall St. Rank held PowerBank Corp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.