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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
Q1 		$4.02K Buy
+500
New +$4.39K ﹤0.01% 2032

Other funds holding PFLT

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Root Financial Partners opened a new position in PennantPark Floating Rate Capital (PFLT) in Q1 2026: 500 shares worth $4.02K. The stake represents ﹤0.01% of the portfolio and ranks #2032 among its holdings.

134 funds tracked by Wall St. Rank hold PFLT as of Q1 2026.

  • Root Financial Partners held 500 shares of PennantPark Floating Rate Capital worth $4.02K as of Q1 2026.
  • PennantPark Floating Rate Capital was a new Root Financial Partners position in Q1 2026.
  • PennantPark Floating Rate Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2032 holding.
  • 134 funds tracked by Wall St. Rank held PennantPark Floating Rate Capital as of Q1 2026.

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