RFP
EFSI

Root Financial Partners’s Eagle Financial Services Inc EFSI Stock Holding History

Root Financial Partners’s Portfolio EFSI Stock Details EFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2
Closed -$70 – 3401
2026
Q1 		$70 Buy
+2
New +$74 ﹤0.01% 3339

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

Root Financial Partners sold out of Eagle Financial Services Inc (EFSI) in Q2 2026, closing a stake of 2 shares — an estimated $70 sold.

Root Financial Partners first reported a position in EFSI in Q1 2026 and held it in 1 quarter. The position peaked at $70 in Q1 2026. 79 funds tracked by Wall St. Rank hold EFSI as of Q2 2026.

  • Root Financial Partners reported no remaining Eagle Financial Services Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2 Eagle Financial Services Inc shares in Q2 2026, an estimated $70.
  • Root Financial Partners first reported a position in Eagle Financial Services Inc in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Eagle Financial Services Inc position peaked at $70 in Q1 2026.
  • 79 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q2 2026.

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