Position in PBK
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$107
-$255 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PBK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Root Financial Partners, LLC holds $59,016 across 1 Utilities - Renewable name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NRGV |
Energy Vault Holdings, Inc.
|
12,530 | $59,016 |
All Filings in PBK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $107 | 200 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $362 | 200 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||