CA
EFSI

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
2025
Q4 		– Sell
-2
Closed -$76 – 3329
2025
Q3 		$76 Buy
+2
New +$70 ﹤0.01% 2948

Other funds holding EFSI

FL
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Wellington Management Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clearstead Advisors's EFSI Position: Q4 2025 in Review

Clearstead Advisors sold out of Eagle Financial Services Inc (EFSI) in Q4 2025, closing a stake of 2 shares — an estimated $76 sold.

Clearstead Advisors first reported a position in EFSI in Q3 2025 and held it in 1 quarter. The position peaked at $76 in Q3 2025. 69 funds tracked by Wall St. Rank hold EFSI as of Q4 2025.

  • Clearstead Advisors reported no remaining Eagle Financial Services Inc position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 2 Eagle Financial Services Inc shares in Q4 2025, an estimated $76.
  • Clearstead Advisors first reported a position in Eagle Financial Services Inc in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's Eagle Financial Services Inc position peaked at $76 in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.