Root Financial Partners
KNTK icon

Root Financial Partners’s Kinetik KNTK Stock Holding History

Root Financial Partners’s Portfolio KNTK Stock Details KNTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.43K Buy
+148
New +$7.67K ﹤0.01% 2053
2026
Q2 		– Sell
-29
Closed -$1.4K – 1898
2026
Q1 		$1.4K Buy
29
+18
+164% +$766 ﹤0.01% 2463
2025
Q4 		$397 Sell
11
-53
-83% -$1.91K ﹤0.01% 2236
2025
Q3 		$2.74K Buy
+64
New +$2.71K ﹤0.01% 1906

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Dimensional Fund Advisors
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Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

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

Root Financial Partners opened a new position in Kinetik (KNTK) in Q3 2026: 148 shares worth $7.43K. The stake represents ﹤0.01% of the portfolio and ranks #2053 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KNTK as recently as Q1 2026.

Root Financial Partners first reported a position in KNTK in Q3 2025 and has held it in 4 quarters since. 170 funds tracked by Wall St. Rank hold KNTK as of Q3 2026.

  • Root Financial Partners held 148 shares of Kinetik worth $7.43K as of Q3 2026.
  • Kinetik was a new Root Financial Partners position in Q3 2026.
  • Kinetik made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2053 holding.
  • Root Financial Partners first reported a position in Kinetik in Q3 2025 and has held it in 4 quarters since.
  • 170 funds tracked by Wall St. Rank held Kinetik as of Q3 2026.

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