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Root Financial Partners’s Talos Energy TALO Stock Holding History

Root Financial Partners’s Portfolio TALO Stock Details TALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.85K Buy
181
+32
+21% +$411 ﹤0.01% 2171
2025
Q4 		$1.64K Buy
149
+21
+16% +$220 ﹤0.01% 2023
2025
Q3 		$1.23K Buy
+128
New +$1.15K ﹤0.01% 2026

Other funds holding TALO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WCCM
Webs Creek Capital Management Dallas, Texas $578M AUM 79.84% 1-Year Est. Return

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

Root Financial Partners increased its Talos Energy (TALO) stake by 21% in Q1 2026, buying an estimated $411 and bringing the position to 181 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

Root Financial Partners first reported a position in TALO in Q3 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold TALO as of Q1 2026.

  • Root Financial Partners held 181 shares of Talos Energy worth $2.85K as of Q1 2026.
  • Root Financial Partners bought 32 Talos Energy shares in Q1 2026, an estimated $411.
  • Talos Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2171 holding.
  • Root Financial Partners first reported a position in Talos Energy in Q3 2025 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held Talos Energy as of Q1 2026.

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