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Root Financial Partners, LLC → EFSI
Root Financial Partners, LLC EFSI Position History
Eagle Financial Services, Inc. • Banking
Quarters held
2
Latest value
$815
Q3 2026
Peak value
$815
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $70 |
| Q3 2026 | $815 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $815 | 18 | — | — |
| Q1 2026 | $70 | 2 | — | — |
Other funds holding EFSI
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HONA
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