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Root Financial Partners’s Norwood Financial Corp NWFL Stock Holding History

Root Financial Partners’s Portfolio NWFL Stock Details NWFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5
Closed -$147 – 2250
2026
Q1 		$147 Buy
+5
New +$147 ﹤0.01% 3216

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

Root Financial Partners sold out of Norwood Financial Corp (NWFL) in Q2 2026, closing a stake of 5 shares — an estimated $147 sold.

Root Financial Partners first reported a position in NWFL in Q1 2026 and held it in 1 quarter. The position peaked at $147 in Q1 2026. 110 funds tracked by Wall St. Rank hold NWFL as of Q2 2026.

  • Root Financial Partners reported no remaining Norwood Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 5 Norwood Financial Corp shares in Q2 2026, an estimated $147.
  • Root Financial Partners first reported a position in Norwood Financial Corp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Norwood Financial Corp position peaked at $147 in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q2 2026.

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