Charles Schwab
EFSI

Charles Schwab’s Eagle Financial Services Inc EFSI Stock Holding History

Charles Schwab’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 		$559K Buy
13,488
+941
+7% +$36.9K ﹤0.01% 3210
2026
Q1 		$439K Sell
12,547
-1,381
-10% -$51.1K ﹤0.01% 3143
2025
Q4 		$554K Hold
13,928
– – ﹤0.01% 3134
2025
Q3 		$527K Hold
13,928
– – ﹤0.01% 3160
2025
Q2 		$426K Buy
+13,928
New +$430K ﹤0.01% 3192

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

Charles Schwab's EFSI Position: Q2 2026 in Review

Charles Schwab increased its Eagle Financial Services Inc (EFSI) stake by 7.5% in Q2 2026, buying an estimated $36.9K and bringing the position to 13,488 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #3210.

Charles Schwab first reported a position in EFSI in Q2 2025 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold EFSI as of Q2 2026.

  • Charles Schwab held 13,488 shares of Eagle Financial Services Inc worth $559K as of Q2 2026.
  • Charles Schwab bought 941 Eagle Financial Services Inc shares in Q2 2026, an estimated $36.9K.
  • Eagle Financial Services Inc made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3210 holding.
  • Charles Schwab first reported a position in Eagle Financial Services Inc in Q2 2025 and has held it in 5 quarters since.
  • 80 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.