Clearstead Advisors
EFSI icon

Clearstead Advisors’s Eagle Financial Services Inc EFSI Stock Holding History

Clearstead Advisors’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
Q3 		$46 Buy
+1
New +$43 ﹤0.01% 3357
2025
Q4 		– Sell
-2
Closed -$76 – 3329
2025
Q3 		$76 Buy
+2
New +$70 ﹤0.01% 2948

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Clearstead Advisors's EFSI Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Eagle Financial Services Inc (EFSI) in Q3 2026: 1 share worth $46. The stake represents ﹤0.01% of the portfolio and ranks #3357 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in EFSI as recently as Q3 2025.

Clearstead Advisors first reported a position in EFSI in Q3 2025 and has held it in 2 quarters since. The position peaked at $76 in Q3 2025. 63 funds tracked by Wall St. Rank hold EFSI as of Q3 2026.

  • Clearstead Advisors held 1 share of Eagle Financial Services Inc worth $46 as of Q3 2026.
  • Eagle Financial Services Inc was a new Clearstead Advisors position in Q3 2026.
  • Eagle Financial Services Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #3357 holding.
  • Clearstead Advisors first reported a position in Eagle Financial Services Inc in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Eagle Financial Services Inc position peaked at $76 in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.