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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
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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SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

Root Financial Partners sold out of Diamondback Energy (FANG) in Q2 2026, closing a stake of 393 shares — an estimated $77.7K sold.

Root Financial Partners first reported a position in FANG in Q3 2025 and held it in 3 quarters. The position peaked at $77.7K in Q1 2026. 404 funds tracked by Wall St. Rank hold FANG as of Q2 2026.

  • Root Financial Partners reported no remaining Diamondback Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 393 Diamondback Energy shares in Q2 2026, an estimated $77.7K.
  • Root Financial Partners first reported a position in Diamondback Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Diamondback Energy position peaked at $77.7K in Q1 2026.
  • 404 funds tracked by Wall St. Rank held Diamondback Energy as of Q2 2026.

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