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Root Financial Partners’s Patterson-UTI PTEN Stock Holding History

Root Financial Partners’s Portfolio PTEN Stock Details PTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.45K Buy
+226
New +$1.94K ﹤0.01% 2227

Other funds holding PTEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Root Financial Partners opened a new position in Patterson-UTI (PTEN) in Q1 2026: 226 shares worth $2.45K. The stake represents ﹤0.01% of the portfolio and ranks #2227 among its holdings.

410 funds tracked by Wall St. Rank hold PTEN as of Q1 2026.

  • Root Financial Partners held 226 shares of Patterson-UTI worth $2.45K as of Q1 2026.
  • Patterson-UTI was a new Root Financial Partners position in Q1 2026.
  • Patterson-UTI made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2227 holding.
  • 410 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2026.

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