Root Financial Partners
OGS icon

Root Financial Partners’s ONE Gas OGS Stock Holding History

Root Financial Partners’s Portfolio OGS Stock Details OGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.61K Buy
+92
New +$7.2K ﹤0.01% 2110
2026
Q2 		– Sell
-105
Closed -$9.04K – 2282
2026
Q1 		$9.04K Buy
105
+18
+21% +$1.49K ﹤0.01% 1723
2025
Q4 		$6.72K Buy
87
+10
+13% +$804 ﹤0.01% 1662
2025
Q3 		$6.23K Buy
+77
New +$5.77K ﹤0.01% 1633

Other funds holding OGS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Root Financial Partners opened a new position in ONE Gas (OGS) in Q3 2026: 92 shares worth $6.61K. The stake represents ﹤0.01% of the portfolio and ranks #2110 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OGS as recently as Q1 2026.

Root Financial Partners first reported a position in OGS in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.04K in Q1 2026. 329 funds tracked by Wall St. Rank hold OGS as of Q3 2026.

  • Root Financial Partners held 92 shares of ONE Gas worth $6.61K as of Q3 2026.
  • ONE Gas was a new Root Financial Partners position in Q3 2026.
  • ONE Gas made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2110 holding.
  • Root Financial Partners first reported a position in ONE Gas in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's ONE Gas position peaked at $9.04K in Q1 2026.
  • 329 funds tracked by Wall St. Rank held ONE Gas as of Q3 2026.

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