Root Financial Partners
POR icon

Root Financial Partners’s Portland General Electric POR Stock Holding History

Root Financial Partners’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$32.4K Buy
+726
New +$36.1K ﹤0.01% 1303
2026
Q2 		– Sell
-1,014
Closed -$53.5K – 2443
2026
Q1 		$53.5K Buy
1,014
+363
+56% +$18.7K ﹤0.01% 854
2025
Q4 		$31.2K Buy
651
+31
+5% +$1.46K ﹤0.01% 919
2025
Q3 		$27.3K Buy
+620
New +$26K ﹤0.01% 953

Other funds holding POR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

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

Root Financial Partners opened a new position in Portland General Electric (POR) in Q3 2026: 726 shares worth $32.4K. The stake represents ﹤0.01% of the portfolio and ranks #1303 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in POR as recently as Q1 2026.

Root Financial Partners first reported a position in POR in Q3 2025 and has held it in 4 quarters since. The position peaked at $53.5K in Q1 2026. 228 funds tracked by Wall St. Rank hold POR as of Q3 2026.

  • Root Financial Partners held 726 shares of Portland General Electric worth $32.4K as of Q3 2026.
  • Portland General Electric was a new Root Financial Partners position in Q3 2026.
  • Portland General Electric made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1303 holding.
  • Root Financial Partners first reported a position in Portland General Electric in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Portland General Electric position peaked at $53.5K in Q1 2026.
  • 228 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2026.

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