Roth Financial Partners’s SLB Ltd SLB Stock Holding History

Roth 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	$336K	Hold	6,900	–	–	0.1%	30
2026 Q2	$321K	Hold	6,900	–	–	0.1%	29
2026 Q1	$355K	Hold	6,900	–	–	0.12%	28
2025 Q4	$265K	Hold	6,900	–	–	0.09%	29
2025 Q3	$237K	Hold	6,900	–	–	0.08%	30
2025 Q2	$233K	Hold	6,900	–	–	0.08%	29
2025 Q1	$288K	Hold	6,900	–	–	0.11%	27
2024 Q4	$265K	Hold	6,900	–	–	0.11%	27
2024 Q3	$289K	Hold	6,900	–	–	0.12%	26
2024 Q2	$326K	Hold	6,900	–	–	0.14%	25
2024 Q1	$378K	Hold	6,900	–	–	0.17%	21
2023 Q4	$359K	Hold	6,900	–	–	0.18%	20
2023 Q3	$402K	Hold	6,900	–	–	0.25%	17
2023 Q2	$339K	Hold	6,900	–	–	0.21%	16
2023 Q1	$339K	Hold	6,900	–	–	0.23%	18
2022 Q4	$369K	Hold	6,900	–	–	0.27%	17
2022 Q3	$248K	Hold	6,900	–	–	0.2%	22
2022 Q2	$247K	Hold	6,900	–	–	0.2%	20
2022 Q1	$285K	Hold	6,900	–	–	0.21%	19
2021 Q4	$207K	Hold	6,900	–	–	0.15%	22
2021 Q3	$205K	Hold	6,900	–	–	0.16%	22
2021 Q2	$221K	Buy	+6,900	New	+$212K	0.17%	20

Other funds holding SLB

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Roth Financial Partners held its SLB Ltd (SLB) position steady in Q3 2026 at 6,900 shares worth $336K. The position accounts for 0.1% of the portfolio, ranked #30.

Roth Financial Partners first reported a position in SLB in Q2 2021 and has held it in 22 quarters since. The position peaked at $402K in Q3 2023. 83 funds tracked by Wall St. Rank hold SLB as of Q3 2026.

Roth Financial Partners held 6,900 shares of SLB Ltd worth $336K as of Q3 2026.
Roth Financial Partners left its SLB Ltd share count unchanged in Q3 2026.
SLB Ltd made up 0.1% of Roth Financial Partners's portfolio in Q3 2026, its #30 holding.
Roth Financial Partners first reported a position in SLB Ltd in Q2 2021 and has held it in 22 quarters since.
Roth Financial Partners's SLB Ltd position peaked at $402K in Q3 2023.
83 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2026.

Based on Roth Financial Partners's 13F filing for Q3 2026, filed 6 Oct 2026.