AF
EFSI

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
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

Other funds holding EFSI

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Allworth Financial's EFSI Position: Q1 2026 in Review

Allworth Financial increased its Eagle Financial Services Inc (EFSI) stake by 5% in Q1 2026, buying an estimated $37 and bringing the position to 21 shares worth $735. The position accounts for ﹤0.01% of the portfolio, ranked #4651.

Allworth Financial first reported a position in EFSI in Q3 2025 and has held it in 3 quarters since. The position peaked at $796 in Q4 2025. 74 funds tracked by Wall St. Rank hold EFSI as of Q1 2026.

  • Allworth Financial held 21 shares of Eagle Financial Services Inc worth $735 as of Q1 2026.
  • Allworth Financial bought 1 Eagle Financial Services Inc share in Q1 2026, an estimated $37.
  • Eagle Financial Services Inc made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4651 holding.
  • Allworth Financial first reported a position in Eagle Financial Services Inc in Q3 2025 and has held it in 3 quarters since.
  • Allworth Financial's Eagle Financial Services Inc position peaked at $796 in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.