Root Financial Partners
KMI icon

Root Financial Partners’s Kinder Morgan KMI Stock Holding History

Root Financial Partners’s Portfolio KMI Stock Details KMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$246K Buy
8,164
+488
+6% +$15.5K 0.01% 370
2026
Q2 		$245K Buy
7,676
+737
+11% +$23.8K 0.01% 332
2026
Q1 		$233K Buy
6,939
+3,586
+107% +$112K 0.01% 308
2025
Q4 		$92.2K Buy
3,353
+92
+3% +$2.48K ﹤0.01% 497
2025
Q3 		$92.3K Buy
+3,261
New +$89.3K 0.01% 466

Other funds holding KMI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Root Financial Partners increased its Kinder Morgan (KMI) stake by 6.4% in Q3 2026, buying an estimated $15.5K and bringing the position to 8,164 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #370.

Root Financial Partners first reported a position in KMI in Q3 2025 and has held it in 5 quarters since. 1,555 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • Root Financial Partners held 8,164 shares of Kinder Morgan worth $246K as of Q3 2026.
  • Root Financial Partners bought 488 Kinder Morgan shares in Q3 2026, an estimated $15.5K.
  • Kinder Morgan made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #370 holding.
  • Root Financial Partners first reported a position in Kinder Morgan in Q3 2025 and has held it in 5 quarters since.
  • 1,555 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

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