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Root Financial Partners’s PureCycle Technologies PCT Stock Holding History

Root Financial Partners’s Portfolio PCT Stock Details PCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-126
Closed -$654 – 2367
2026
Q1 		$654 Buy
+126
New +$1.05K ﹤0.01% 2772

Other funds holding PCT

AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWWM
Fiscal Wisdom Wealth Management Canton, Connecticut $118M AUM 72.21% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

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

Root Financial Partners sold out of PureCycle Technologies (PCT) in Q2 2026, closing a stake of 126 shares — an estimated $654 sold.

Root Financial Partners first reported a position in PCT in Q1 2026 and held it in 1 quarter. The position peaked at $654 in Q1 2026. 86 funds tracked by Wall St. Rank hold PCT as of Q2 2026.

  • Root Financial Partners reported no remaining PureCycle Technologies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 126 PureCycle Technologies shares in Q2 2026, an estimated $654.
  • Root Financial Partners first reported a position in PureCycle Technologies in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's PureCycle Technologies position peaked at $654 in Q1 2026.
  • 86 funds tracked by Wall St. Rank held PureCycle Technologies as of Q2 2026.

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