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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
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% +$1.95K ﹤0.01% 1538
2025
Q3 		$6.95K Buy
+188
New +$6.34K ﹤0.01% 1593

Other funds holding KGS

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Root Financial Partners's KGS Position: Q2 2026 in Review

Root Financial Partners sold out of Kodiak Gas Services (KGS) in Q2 2026, closing a stake of 315 shares — an estimated $18.4K sold.

Root Financial Partners first reported a position in KGS in Q3 2025 and held it in 3 quarters. The position peaked at $18.4K in Q1 2026. 75 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

  • Root Financial Partners reported no remaining Kodiak Gas Services position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 315 Kodiak Gas Services shares in Q2 2026, an estimated $18.4K.
  • Root Financial Partners first reported a position in Kodiak Gas Services in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Kodiak Gas Services position peaked at $18.4K in Q1 2026.
  • 75 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.