RFP
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Root Financial Partners sold out of Portland General Electric (POR) in Q2 2026, closing a stake of 1,014 shares — an estimated $53.5K sold.

Root Financial Partners first reported a position in POR in Q3 2025 and held it in 3 quarters. The position peaked at $53.5K in Q1 2026. 505 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Root Financial Partners reported no remaining Portland General Electric position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,014 Portland General Electric shares in Q2 2026, an estimated $53.5K.
  • Root Financial Partners first reported a position in Portland General Electric in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Portland General Electric position peaked at $53.5K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

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