AB
EFSI

Amalgamated Bank’s Eagle Financial Services Inc EFSI Stock Holding History

Amalgamated Bank’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 		– Sell
-144
Closed -$6K – 2920
2025
Q4 		$6K Sell
144
-13
-8% -$487 ﹤0.01% 2685
2025
Q3 		$6K Hold
157
– – ﹤0.01% 2728
2025
Q2 		$5K Buy
+157
New +$4.85K ﹤0.01% 2804

Other funds holding EFSI

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $129M AUM 16.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Amalgamated Bank's EFSI Position: Q1 2026 in Review

Amalgamated Bank sold out of Eagle Financial Services Inc (EFSI) in Q1 2026, closing a stake of 144 shares — an estimated $6K sold.

Amalgamated Bank first reported a position in EFSI in Q2 2025 and held it in 3 quarters. The position peaked at $6K in Q4 2025. 74 funds tracked by Wall St. Rank hold EFSI as of Q1 2026.

  • Amalgamated Bank reported no remaining Eagle Financial Services Inc position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 144 Eagle Financial Services Inc shares in Q1 2026, an estimated $6K.
  • Amalgamated Bank first reported a position in Eagle Financial Services Inc in Q2 2025 and held it in 3 quarters.
  • Amalgamated Bank's Eagle Financial Services Inc position peaked at $6K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.