Allworth Financial
EFSI icon

Allworth Financial’s Eagle Financial Services Inc EFSI Stock Holding History

Allworth Financial’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
Q3 		$1.91K Hold
46
– – ﹤0.01% 4658
2026
Q2 		$1.91K Buy
46
+25
+119% +$980 ﹤0.01% 4531
2026
Q1 		$735 Buy
21
+1
+5% +$37 ﹤0.01% 4651
2025
Q4 		$796 Buy
20
+2
+11% +$75 ﹤0.01% 4427
2025
Q3 		$681 Buy
+18
New +$634 ﹤0.01% 4359

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Vanguard Capital Management
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Graham Capital Wealth Management
Graham Capital Wealth Management Washington D.c., District of Columbia $128M AUM 15.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Allworth Financial's EFSI Position: Q3 2026 in Review

Allworth Financial held its Eagle Financial Services Inc (EFSI) position steady in Q3 2026 at 46 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #4658.

Allworth Financial first reported a position in EFSI in Q3 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold EFSI as of Q3 2026.

  • Allworth Financial held 46 shares of Eagle Financial Services Inc worth $1.91K as of Q3 2026.
  • Allworth Financial left its Eagle Financial Services Inc share count unchanged in Q3 2026.
  • Eagle Financial Services Inc made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #4658 holding.
  • Allworth Financial first reported a position in Eagle Financial Services Inc in Q3 2025 and has held it in 5 quarters since.
  • 63 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.