Root Financial Partners
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Root Financial Partners’s Peoples Financial Services PFIS Stock Holding History

Root Financial Partners’s Portfolio PFIS Stock Details PFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.55K Buy
+23
New +$1.6K ﹤0.01% 2751
2026
Q2 		– Sell
-8
Closed -$427 – 2388
2026
Q1 		$427 Buy
+8
New +$422 ﹤0.01% 2919

Other funds holding PFIS

Peoples Financial Services Corp
Peoples Financial Services Corp Moosic, Pennsylvania $227M AUM 30.37% 1-Year Est. Return
Alliance Wealth Advisors (Pennsylvania)
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
Eagle Wealth Strategies
Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return
Stone House Investment Management
Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Hoey Investments
Hoey Investments Coatesville, Pennsylvania $851M AUM 28.55% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Capital Advisors Ltd
Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

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

Root Financial Partners opened a new position in Peoples Financial Services (PFIS) in Q3 2026: 23 shares worth $1.55K. The stake represents ﹤0.01% of the portfolio and ranks #2751 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PFIS as recently as Q1 2026.

Root Financial Partners first reported a position in PFIS in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold PFIS as of Q3 2026.

  • Root Financial Partners held 23 shares of Peoples Financial Services worth $1.55K as of Q3 2026.
  • Peoples Financial Services was a new Root Financial Partners position in Q3 2026.
  • Peoples Financial Services made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2751 holding.
  • Root Financial Partners first reported a position in Peoples Financial Services in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2026.

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