Root Financial Partners
SLB icon

Root Financial Partners’s SLB Ltd SLB Stock Holding History

Root Financial Partners’s Portfolio SLB Stock Details SLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$135K Buy
+2,766
New +$143K ﹤0.01% 594
2026
Q2 		– Sell
-1,782
Closed -$91.6K – 2723
2026
Q1 		$91.6K Buy
1,782
+540
+43% +$26.2K ﹤0.01% 601
2025
Q4 		$47.7K Buy
1,242
+407
+49% +$14.8K ﹤0.01% 737
2025
Q3 		$28.7K Buy
+835
New +$29.1K ﹤0.01% 919

Other funds holding SLB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Root Financial Partners opened a new position in SLB Ltd (SLB) in Q3 2026: 2,766 shares worth $135K. The stake represents ﹤0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SLB as recently as Q1 2026.

Root Financial Partners first reported a position in SLB in Q3 2025 and has held it in 4 quarters since. 1,464 funds tracked by Wall St. Rank hold SLB as of Q3 2026.

  • Root Financial Partners held 2,766 shares of SLB Ltd worth $135K as of Q3 2026.
  • SLB Ltd was a new Root Financial Partners position in Q3 2026.
  • SLB Ltd made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #594 holding.
  • Root Financial Partners first reported a position in SLB Ltd in Q3 2025 and has held it in 4 quarters since.
  • 1,464 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2026.

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