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Root Financial Partners’s PennantPark Floating Rate Capital PFLT Stock Holding History

Root Financial Partners’s Portfolio PFLT Stock Details PFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-500
Closed -$4.02K – 2389
2026
Q1 		$4.02K Buy
+500
New +$4.39K ﹤0.01% 2032

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

Root Financial Partners sold out of PennantPark Floating Rate Capital (PFLT) in Q2 2026, closing a stake of 500 shares — an estimated $4.02K sold.

Root Financial Partners first reported a position in PFLT in Q1 2026 and held it in 1 quarter. The position peaked at $4.02K in Q1 2026. 124 funds tracked by Wall St. Rank hold PFLT as of Q2 2026.

  • Root Financial Partners reported no remaining PennantPark Floating Rate Capital position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 500 PennantPark Floating Rate Capital shares in Q2 2026, an estimated $4.02K.
  • Root Financial Partners first reported a position in PennantPark Floating Rate Capital in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's PennantPark Floating Rate Capital position peaked at $4.02K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held PennantPark Floating Rate Capital as of Q2 2026.

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