Root Financial Partners
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Root Financial Partners’s Diamondback Energy FANG Stock Holding History

Root Financial Partners’s Portfolio FANG Stock Details FANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$118K Buy
+643
New +$126K ﹤0.01% 657
2026
Q2 		– Sell
-393
Closed -$77.7K – 1315
2026
Q1 		$77.7K Buy
393
+32
+9% +$5.44K ﹤0.01% 675
2025
Q4 		$54.3K Buy
361
+40
+12% +$5.9K ﹤0.01% 674
2025
Q3 		$45.9K Buy
+321
New +$45.7K ﹤0.01% 700

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Root Financial Partners opened a new position in Diamondback Energy (FANG) in Q3 2026: 643 shares worth $118K. The stake represents ﹤0.01% of the portfolio and ranks #657 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FANG as recently as Q1 2026.

Root Financial Partners first reported a position in FANG in Q3 2025 and has held it in 4 quarters since. 1,046 funds tracked by Wall St. Rank hold FANG as of Q3 2026.

  • Root Financial Partners held 643 shares of Diamondback Energy worth $118K as of Q3 2026.
  • Diamondback Energy was a new Root Financial Partners position in Q3 2026.
  • Diamondback Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #657 holding.
  • Root Financial Partners first reported a position in Diamondback Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,046 funds tracked by Wall St. Rank held Diamondback Energy as of Q3 2026.

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