Root Financial Partners
KGS icon

Root Financial Partners’s Kodiak Gas Services KGS Stock Holding History

Root Financial Partners’s Portfolio KGS Stock Details KGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.1K Buy
+322
New +$19.7K ﹤0.01% 1635
2026
Q2 		– Sell
-315
Closed -$18.4K – 1883
2026
Q1 		$18.4K Buy
315
+72
+30% +$3.5K ﹤0.01% 1364
2025
Q4 		$9.09K Buy
243
+55
+29% +$1.94K ﹤0.01% 1538
2025
Q3 		$6.95K Buy
+188
New +$6.34K ﹤0.01% 1593

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Root Financial Partners opened a new position in Kodiak Gas Services (KGS) in Q3 2026: 322 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #1635 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KGS as recently as Q1 2026.

Root Financial Partners first reported a position in KGS in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.4K in Q1 2026. 289 funds tracked by Wall St. Rank hold KGS as of Q3 2026.

  • Root Financial Partners held 322 shares of Kodiak Gas Services worth $17.1K as of Q3 2026.
  • Kodiak Gas Services was a new Root Financial Partners position in Q3 2026.
  • Kodiak Gas Services made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1635 holding.
  • Root Financial Partners first reported a position in Kodiak Gas Services in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Kodiak Gas Services position peaked at $18.4K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q3 2026.

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