Root Financial Partners
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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
Q3 		$8.75K Buy
+52
New +$9.07K ﹤0.01% 1977
2026
Q2 		– Sell
-49
Closed -$10.1K – 541
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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Root Financial Partners's AMR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Alpha Metallurgical Resources (AMR) in Q3 2026: 52 shares worth $8.75K. The stake represents ﹤0.01% of the portfolio and ranks #1977 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AMR as recently as Q1 2026.

Root Financial Partners first reported a position in AMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.1K in Q1 2026. 193 funds tracked by Wall St. Rank hold AMR as of Q3 2026.

  • Root Financial Partners held 52 shares of Alpha Metallurgical Resources worth $8.75K as of Q3 2026.
  • Alpha Metallurgical Resources was a new Root Financial Partners position in Q3 2026.
  • Alpha Metallurgical Resources made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1977 holding.
  • Root Financial Partners first reported a position in Alpha Metallurgical Resources in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Alpha Metallurgical Resources position peaked at $10.1K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q3 2026.

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