Bank of New York Mellon
EFSI

Bank of New York Mellon’s Eagle Financial Services Inc EFSI Stock Holding History

Bank of New York Mellon’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 		$651K Buy
15,692
+869
+6% +$34K ﹤0.01% 3614
2026
Q1 		$519K Sell
14,823
-822
-5% -$30.4K ﹤0.01% 3580
2025
Q4 		$623K Buy
15,645
+4,307
+38% +$161K ﹤0.01% 3488
2025
Q3 		$429K Buy
11,338
+991
+10% +$34.9K ﹤0.01% 3680
2025
Q2 		$317K Buy
+10,347
New +$320K ﹤0.01% 3768

Other funds holding EFSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.72B AUM 25.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Bank of New York Mellon's EFSI Position: Q2 2026 in Review

Bank of New York Mellon increased its Eagle Financial Services Inc (EFSI) stake by 5.9% in Q2 2026, buying an estimated $34K and bringing the position to 15,692 shares worth $651K. The position accounts for ﹤0.01% of the portfolio, ranked #3614.

Bank of New York Mellon first reported a position in EFSI in Q2 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold EFSI as of Q2 2026.

  • Bank of New York Mellon held 15,692 shares of Eagle Financial Services Inc worth $651K as of Q2 2026.
  • Bank of New York Mellon bought 869 Eagle Financial Services Inc shares in Q2 2026, an estimated $34K.
  • Eagle Financial Services Inc made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3614 holding.
  • Bank of New York Mellon first reported a position in Eagle Financial Services Inc in Q2 2025 and has held it in 5 quarters since.
  • 29 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.