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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Root Financial Partners increased its Kinder Morgan (KMI) stake by 11% in Q2 2026, buying an estimated $23.8K and bringing the position to 7,676 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #332.

Root Financial Partners first reported a position in KMI in Q3 2025 and has held it in 4 quarters since. 1,836 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Root Financial Partners held 7,676 shares of Kinder Morgan worth $245K as of Q2 2026.
Root Financial Partners bought 737 Kinder Morgan shares in Q2 2026, an estimated $23.8K.
Kinder Morgan made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #332 holding.
Root Financial Partners first reported a position in Kinder Morgan in Q3 2025 and has held it in 4 quarters since.
1,836 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

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