Root Financial Partners
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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
Q3 		$182K Buy
+3,314
New +$198K 0.01% 479
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

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

Root Financial Partners opened a new position in Baker Hughes (BKR) in Q3 2026: 3,314 shares worth $182K. The stake represents 0.01% of the portfolio and ranks #479 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BKR as recently as Q1 2026.

Root Financial Partners first reported a position in BKR in Q3 2025 and has held it in 4 quarters since. 967 funds tracked by Wall St. Rank hold BKR as of Q3 2026.

  • Root Financial Partners held 3,314 shares of Baker Hughes worth $182K as of Q3 2026.
  • Baker Hughes was a new Root Financial Partners position in Q3 2026.
  • Baker Hughes made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #479 holding.
  • Root Financial Partners first reported a position in Baker Hughes in Q3 2025 and has held it in 4 quarters since.
  • 967 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2026.

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