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Root Financial Partners’s Palladyne AI PDYN Stock Holding History

Root Financial Partners’s Portfolio PDYN Stock Details PDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-108
Closed -$656 – 3296
2026
Q1 		$656 Buy
+108
New +$731 ﹤0.01% 2769

Other funds holding PDYN

TMC
Themes Management Co Greenwich, Connecticut $151M AUM
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

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

Root Financial Partners sold out of Palladyne AI (PDYN) in Q2 2026, closing a stake of 108 shares — an estimated $656 sold.

Root Financial Partners first reported a position in PDYN in Q1 2026 and held it in 1 quarter. The position peaked at $656 in Q1 2026. 26 funds tracked by Wall St. Rank hold PDYN as of Q2 2026.

  • Root Financial Partners reported no remaining Palladyne AI position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 108 Palladyne AI shares in Q2 2026, an estimated $656.
  • Root Financial Partners first reported a position in Palladyne AI in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Palladyne AI position peaked at $656 in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Palladyne AI as of Q2 2026.

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