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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Root Financial Partners's BKR Position: Q1 2026 in Review

Root Financial Partners increased its Baker Hughes (BKR) stake by 40% in Q1 2026, buying an estimated $40.1K and bringing the position to 2,450 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #418.

Root Financial Partners first reported a position in BKR in Q3 2025 and has held it in 3 quarters since. 1,150 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Root Financial Partners held 2,450 shares of Baker Hughes worth $150K as of Q1 2026.
  • Root Financial Partners bought 694 Baker Hughes shares in Q1 2026, an estimated $40.1K.
  • Baker Hughes made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #418 holding.
  • Root Financial Partners first reported a position in Baker Hughes in Q3 2025 and has held it in 3 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.