Root Financial Partners
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Root Financial Partners’s Atlas Energy Solutions AESI Stock Holding History

Root Financial Partners’s Portfolio AESI Stock Details AESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.3K Buy
+441
New +$5.65K ﹤0.01% 2207
2026
Q2 		– Sell
-360
Closed -$4.72K – 467
2026
Q1 		$4.72K Hold
360
– – ﹤0.01% 1974
2025
Q4 		$3.39K Hold
360
– – ﹤0.01% 1876
2025
Q3 		$4.09K Buy
+360
New +$4.41K ﹤0.01% 1796

Other funds holding AESI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Root Financial Partners opened a new position in Atlas Energy Solutions (AESI) in Q3 2026: 441 shares worth $5.3K. The stake represents ﹤0.01% of the portfolio and ranks #2207 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AESI as recently as Q1 2026.

Root Financial Partners first reported a position in AESI in Q3 2025 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold AESI as of Q3 2026.

  • Root Financial Partners held 441 shares of Atlas Energy Solutions worth $5.3K as of Q3 2026.
  • Atlas Energy Solutions was a new Root Financial Partners position in Q3 2026.
  • Atlas Energy Solutions made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2207 holding.
  • Root Financial Partners first reported a position in Atlas Energy Solutions in Q3 2025 and has held it in 4 quarters since.
  • 201 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2026.

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