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
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

Other funds holding EFSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Allworth Financial's EFSI Position: Q2 2026 in Review

Allworth Financial increased its Eagle Financial Services Inc (EFSI) stake by 119% in Q2 2026, buying an estimated $980 and bringing the position to 46 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #4531.

Allworth Financial first reported a position in EFSI in Q3 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold EFSI as of Q2 2026.

  • Allworth Financial held 46 shares of Eagle Financial Services Inc worth $1.91K as of Q2 2026.
  • Allworth Financial bought 25 Eagle Financial Services Inc shares in Q2 2026, an estimated $980.
  • Eagle Financial Services Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4531 holding.
  • Allworth Financial first reported a position in Eagle Financial Services Inc in Q3 2025 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.