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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
Q2 		– Sell
-8
Closed -$427 – 2388
2026
Q1 		$427 Buy
+8
New +$422 ﹤0.01% 2919

Other funds holding PFIS

PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

Root Financial Partners sold out of Peoples Financial Services (PFIS) in Q2 2026, closing a stake of 8 shares — an estimated $427 sold.

Root Financial Partners first reported a position in PFIS in Q1 2026 and held it in 1 quarter. The position peaked at $427 in Q1 2026. 23 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Root Financial Partners reported no remaining Peoples Financial Services position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 8 Peoples Financial Services shares in Q2 2026, an estimated $427.
  • Root Financial Partners first reported a position in Peoples Financial Services in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Peoples Financial Services position peaked at $427 in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

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