RFP
BKR icon

Root Financial Partners’s Baker Hughes BKR Stock Holding History

Root Financial Partners’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,450
Closed -$150K – 760
2026
Q1 		$150K Buy
2,450
+694
+40% +$40.1K 0.01% 418
2025
Q4 		$80K Buy
1,756
+244
+16% +$11.6K ﹤0.01% 542
2025
Q3 		$73.7K Buy
+1,512
New +$66.7K ﹤0.01% 539

Other funds holding BKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Root Financial Partners sold out of Baker Hughes (BKR) in Q2 2026, closing a stake of 2,450 shares — an estimated $150K sold.

Root Financial Partners first reported a position in BKR in Q3 2025 and held it in 3 quarters. The position peaked at $150K in Q1 2026. 1,150 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Root Financial Partners reported no remaining Baker Hughes position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,450 Baker Hughes shares in Q2 2026, an estimated $150K.
  • Root Financial Partners first reported a position in Baker Hughes in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Baker Hughes position peaked at $150K in Q1 2026.
  • 1,150 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

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