Root Financial Partners
TALO icon

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
Q3 		$3.51K Buy
+215
New +$3.38K ﹤0.01% 2368
2026
Q2 		– Sell
-181
Closed -$2.85K – 2867
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 $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Root Financial Partners opened a new position in Talos Energy (TALO) in Q3 2026: 215 shares worth $3.51K. The stake represents ﹤0.01% of the portfolio and ranks #2368 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TALO as recently as Q1 2026.

Root Financial Partners first reported a position in TALO in Q3 2025 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold TALO as of Q3 2026.

  • Root Financial Partners held 215 shares of Talos Energy worth $3.51K as of Q3 2026.
  • Talos Energy was a new Root Financial Partners position in Q3 2026.
  • Talos Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2368 holding.
  • Root Financial Partners first reported a position in Talos Energy in Q3 2025 and has held it in 4 quarters since.
  • 245 funds tracked by Wall St. Rank held Talos Energy as of Q3 2026.

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