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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
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

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Root Financial Partners sold out of ONE Gas (OGS) in Q2 2026, closing a stake of 105 shares — an estimated $9.04K sold.

Root Financial Partners first reported a position in OGS in Q3 2025 and held it in 3 quarters. The position peaked at $9.04K in Q1 2026. 103 funds tracked by Wall St. Rank hold OGS as of Q2 2026.

  • Root Financial Partners reported no remaining ONE Gas position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 105 ONE Gas shares in Q2 2026, an estimated $9.04K.
  • Root Financial Partners first reported a position in ONE Gas in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's ONE Gas position peaked at $9.04K in Q1 2026.
  • 103 funds tracked by Wall St. Rank held ONE Gas as of Q2 2026.

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