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
Q1 		$70 Buy
+2
New +$74 ﹤0.01% 3339

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VCM
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GCWM
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Root Financial Partners's EFSI Position: Q1 2026 in Review

Root Financial Partners opened a new position in Eagle Financial Services Inc (EFSI) in Q1 2026: 2 shares worth $70. The stake represents ﹤0.01% of the portfolio and ranks #3339 among its holdings.

74 funds tracked by Wall St. Rank hold EFSI as of Q1 2026.

  • Root Financial Partners held 2 shares of Eagle Financial Services Inc worth $70 as of Q1 2026.
  • Eagle Financial Services Inc was a new Root Financial Partners position in Q1 2026.
  • Eagle Financial Services Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3339 holding.
  • 74 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.