Root Financial Partners, LLC

SEC CIK: 0001977181
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

PFN holding history

PIMCO Income Strategy Fund II in every 13F filed by Root Financial Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFN overview All 13F holders of PFN Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2024

Holdings of PFN by Root Financial Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−26,995−100.0%	Sold out	Holders
Q1 2025	26,995	$203.5K	<0.1%	00.0%	Unchanged	Holders
Q4 2024	26,995	$201.1K	<0.1%	+26,995	New	Holders