RFP
PSTL

Root Financial Partners’s Postal Realty Trust PSTL Stock Holding History

Root Financial Partners’s Portfolio PSTL Stock Details PSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,515
Closed -$28.1K – 2479
2026
Q1 		$28.1K Buy
1,515
+15
+1% +$278 ﹤0.01% 1154
2025
Q4 		$24.2K Buy
+1,500
New +$23.1K ﹤0.01% 1081

Other funds holding PSTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 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
CA
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

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

Root Financial Partners sold out of Postal Realty Trust (PSTL) in Q2 2026, closing a stake of 1,515 shares — an estimated $28.1K sold.

Root Financial Partners first reported a position in PSTL in Q4 2025 and held it in 2 quarters. The position peaked at $28.1K in Q1 2026. 221 funds tracked by Wall St. Rank hold PSTL as of Q2 2026.

  • Root Financial Partners reported no remaining Postal Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,515 Postal Realty Trust shares in Q2 2026, an estimated $28.1K.
  • Root Financial Partners first reported a position in Postal Realty Trust in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Postal Realty Trust position peaked at $28.1K in Q1 2026.
  • 221 funds tracked by Wall St. Rank held Postal Realty Trust as of Q2 2026.

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