CL
EFSI

Choreo LLC’s Eagle Financial Services Inc EFSI Stock Holding History

Choreo 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 		$2.11M Hold
60,400
– – 0.03% 379
2025
Q4 		$2.4M Hold
60,400
– – 0.03% 332
2025
Q3 		$2.28M Hold
60,400
– – 0.03% 345
2025
Q2 		$1.85M Buy
+60,400
New +$1.87M 0.03% 387

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

Choreo LLC's EFSI Position: Q1 2026 in Review

Choreo LLC held its Eagle Financial Services Inc (EFSI) position steady in Q1 2026 at 60,400 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #379.

Choreo LLC first reported a position in EFSI in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.4M in Q4 2025. 74 funds tracked by Wall St. Rank hold EFSI as of Q1 2026.

  • Choreo LLC held 60,400 shares of Eagle Financial Services Inc worth $2.11M as of Q1 2026.
  • Choreo LLC left its Eagle Financial Services Inc share count unchanged in Q1 2026.
  • Eagle Financial Services Inc made up 0.03% of Choreo LLC's portfolio in Q1 2026, its #379 holding.
  • Choreo LLC first reported a position in Eagle Financial Services Inc in Q2 2025 and has held it in 4 quarters since.
  • Choreo LLC's Eagle Financial Services Inc position peaked at $2.4M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.