Root Financial Partners
PPL icon

Root Financial Partners’s PPL Corp PPL Stock Holding History

Root Financial Partners’s Portfolio PPL Stock Details PPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$79K Buy
+2,401
New +$83.7K ﹤0.01% 864
2026
Q2 		– Sell
-2,587
Closed -$98.8K – 2451
2026
Q1 		$98.8K Buy
2,587
+1,087
+72% +$40.1K ﹤0.01% 566
2025
Q4 		$52.5K Sell
1,500
-7
-0.5% -$252 ﹤0.01% 693
2025
Q3 		$56K Buy
+1,507
New +$54.1K ﹤0.01% 635

Other funds holding PPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Root Financial Partners opened a new position in PPL Corp (PPL) in Q3 2026: 2,401 shares worth $79K. The stake represents ﹤0.01% of the portfolio and ranks #864 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PPL as recently as Q1 2026.

Root Financial Partners first reported a position in PPL in Q3 2025 and has held it in 4 quarters since. The position peaked at $98.8K in Q1 2026. 845 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • Root Financial Partners held 2,401 shares of PPL Corp worth $79K as of Q3 2026.
  • PPL Corp was a new Root Financial Partners position in Q3 2026.
  • PPL Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #864 holding.
  • Root Financial Partners first reported a position in PPL Corp in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's PPL Corp position peaked at $98.8K in Q1 2026.
  • 845 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

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