AAP
EFSI

Arax Advisory Partners’s Eagle Financial Services Inc EFSI Stock Holding History

Arax Advisory Partners’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
2025
Q4 		– Sell
-231
Closed -$8.74K – 4623
2025
Q3 		$8.74K Buy
+231
New +$8.14K ﹤0.01% 2660

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Vanguard Group
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BlackRock
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MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arax Advisory Partners's EFSI Position: Q4 2025 in Review

Arax Advisory Partners sold out of Eagle Financial Services Inc (EFSI) in Q4 2025, closing a stake of 231 shares — an estimated $8.74K sold.

Arax Advisory Partners first reported a position in EFSI in Q3 2025 and held it in 1 quarter. The position peaked at $8.74K in Q3 2025. 69 funds tracked by Wall St. Rank hold EFSI as of Q4 2025.

  • Arax Advisory Partners reported no remaining Eagle Financial Services Inc position as of Q4 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 231 Eagle Financial Services Inc shares in Q4 2025, an estimated $8.74K.
  • Arax Advisory Partners first reported a position in Eagle Financial Services Inc in Q3 2025 and held it in 1 quarter.
  • Arax Advisory Partners's Eagle Financial Services Inc position peaked at $8.74K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q4 2025.

Based on Arax Advisory Partners's 13F filing for Q4 2025, filed 13 Feb 2026.