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Root Financial Partners’s Alpha Metallurgical Resources AMR Stock Holding History

Root Financial Partners’s Portfolio AMR Stock Details AMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.1K Buy
49
+3
+7% +$608 ﹤0.01% 1683
2025
Q4 		$9.19K Buy
46
+14
+44% +$2.42K ﹤0.01% 1532
2025
Q3 		$5.25K Buy
+32
New +$4.44K ﹤0.01% 1704

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Root Financial Partners increased its Alpha Metallurgical Resources (AMR) stake by 6.5% in Q1 2026, buying an estimated $608 and bringing the position to 49 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Root Financial Partners first reported a position in AMR in Q3 2025 and has held it in 3 quarters since. 263 funds tracked by Wall St. Rank hold AMR as of Q1 2026.

  • Root Financial Partners held 49 shares of Alpha Metallurgical Resources worth $10.1K as of Q1 2026.
  • Root Financial Partners bought 3 Alpha Metallurgical Resources shares in Q1 2026, an estimated $608.
  • Alpha Metallurgical Resources made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1683 holding.
  • Root Financial Partners first reported a position in Alpha Metallurgical Resources in Q3 2025 and has held it in 3 quarters since.
  • 263 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q1 2026.

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