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Root Financial Partners’s Plumas Bancorp PLBC Stock Holding History

Root Financial Partners’s Portfolio PLBC Stock Details PLBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10
Closed -$488 – 2421
2026
Q1 		$488 Buy
+10
New +$494 ﹤0.01% 2873

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

Root Financial Partners sold out of Plumas Bancorp (PLBC) in Q2 2026, closing a stake of 10 shares — an estimated $488 sold.

Root Financial Partners first reported a position in PLBC in Q1 2026 and held it in 1 quarter. The position peaked at $488 in Q1 2026. 18 funds tracked by Wall St. Rank hold PLBC as of Q2 2026.

  • Root Financial Partners reported no remaining Plumas Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 10 Plumas Bancorp shares in Q2 2026, an estimated $488.
  • Root Financial Partners first reported a position in Plumas Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Plumas Bancorp position peaked at $488 in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Plumas Bancorp as of Q2 2026.

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