Carson Wealth (CWM LLC)
EFSI

Carson Wealth (CWM LLC)’s Eagle Financial Services Inc EFSI Stock Holding History

Carson Wealth (CWM LLC)’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 		$28.3K Sell
809
-308
-28% -$11.4K ﹤0.01% 4207
2025
Q4 		$44K Sell
1,117
-60
-5% -$2.25K ﹤0.01% 3703
2025
Q3 		$45K Buy
+1,177
New +$41.5K ﹤0.01% 3627

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

Carson Wealth (CWM LLC)'s EFSI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Eagle Financial Services Inc (EFSI) stake by 28% in Q1 2026, selling an estimated $11.4K and leaving 809 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4207.

Carson Wealth (CWM LLC) first reported a position in EFSI in Q3 2025 and has held it in 3 quarters since. The position peaked at $45K in Q3 2025. 74 funds tracked by Wall St. Rank hold EFSI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 809 shares of Eagle Financial Services Inc worth $28.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 308 Eagle Financial Services Inc shares in Q1 2026, an estimated $11.4K.
  • Eagle Financial Services Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4207 holding.
  • Carson Wealth (CWM LLC) first reported a position in Eagle Financial Services Inc in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Eagle Financial Services Inc position peaked at $45K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.