Root Financial Partners
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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
Q3 		$15.9K Buy
+1,460
New +$16K ﹤0.01% 1671
2026
Q2 		– Sell
-226
Closed -$2.45K – 2482
2026
Q1 		$2.45K Buy
+226
New +$1.94K ﹤0.01% 2227

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

Root Financial Partners opened a new position in Patterson-UTI (PTEN) in Q3 2026: 1,460 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #1671 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PTEN as recently as Q1 2026.

Root Financial Partners first reported a position in PTEN in Q1 2026 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold PTEN as of Q3 2026.

  • Root Financial Partners held 1,460 shares of Patterson-UTI worth $15.9K as of Q3 2026.
  • Patterson-UTI was a new Root Financial Partners position in Q3 2026.
  • Patterson-UTI made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1671 holding.
  • Root Financial Partners first reported a position in Patterson-UTI in Q1 2026 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2026.

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