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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

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Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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. 409 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.
  • 409 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.