Root Financial Partners
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Root Financial Partners’s Pennant Group PNTG Stock Holding History

Root Financial Partners’s Portfolio PNTG Stock Details PNTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.29K Buy
+33
New +$1.31K ﹤0.01% 2849
2026
Q2 		– Sell
-38
Closed -$1.16K – 2438
2026
Q1 		$1.16K Buy
+38
New +$1.18K ﹤0.01% 2550

Other funds holding PNTG

Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Provident Investment Management
Provident Investment Management Novi, Michigan $999M AUM 19.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Summit Creek Advisors
Summit Creek Advisors Minneapolis, Minnesota $250M AUM 18.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

Root Financial Partners's PNTG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Pennant Group (PNTG) in Q3 2026: 33 shares worth $1.29K. The stake represents ﹤0.01% of the portfolio and ranks #2849 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PNTG as recently as Q1 2026.

Root Financial Partners first reported a position in PNTG in Q1 2026 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold PNTG as of Q3 2026.

  • Root Financial Partners held 33 shares of Pennant Group worth $1.29K as of Q3 2026.
  • Pennant Group was a new Root Financial Partners position in Q3 2026.
  • Pennant Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2849 holding.
  • Root Financial Partners first reported a position in Pennant Group in Q1 2026 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Pennant Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.