Position in BKR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$149,572
+$69,604 QoQ
Shares Held
2,450
+39.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BKR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Root Financial Partners, LLC holds $795,664 across 33 Oil & Gas Equipment & Services names. BKR ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTI |
TechnipFMC plc
|
3,088 | $213,473 | |
| 2 | BKR |
Baker Hughes Co
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|
2,450 | $149,572 | |
| 3 | HAL |
Halliburton Co
|
3,130 | $122,038 | |
| 4 | SLB |
Slb Limited/Nv
|
1,782 | $91,576 | |
| 5 | NOV |
NOV Inc.
|
1,937 | $36,434 | |
| 6 | LBRT |
Liberty Energy Inc.
|
914 | $26,323 | |
| 7 | AROC |
Archrock, Inc.
|
739 | $25,717 | |
| 8 | WFRD |
Weatherford International plc
|
246 | $23,266 |
All Filings in BKR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $149,572 | 2,450 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $79,968 | 1,756 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $73,664 | 1,512 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||