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Root Financial Partners’s Planet Labs PL Stock Holding History

Root Financial Partners’s Portfolio PL Stock Details PL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-257
Closed -$7.18K – 2418
2026
Q1 		$7.18K Buy
257
+100
+64% +$2.56K ﹤0.01% 1808
2025
Q4 		$3.09K Hold
157
– – ﹤0.01% 1895
2025
Q3 		$2.03K Buy
+157
New +$1.21K ﹤0.01% 1954

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Vanguard Capital Management
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Vanguard Portfolio Management
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VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Root Financial Partners sold out of Planet Labs (PL) in Q2 2026, closing a stake of 257 shares — an estimated $7.18K sold.

Root Financial Partners first reported a position in PL in Q3 2025 and held it in 3 quarters. The position peaked at $7.18K in Q1 2026. 483 funds tracked by Wall St. Rank hold PL as of Q2 2026.

  • Root Financial Partners reported no remaining Planet Labs position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 257 Planet Labs shares in Q2 2026, an estimated $7.18K.
  • Root Financial Partners first reported a position in Planet Labs in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Planet Labs position peaked at $7.18K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Planet Labs as of Q2 2026.

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