CA
EFSI

Cliff Asness’s Eagle Financial Services Inc EFSI Stock Holding History

Cliff Asness’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 		$829K Buy
20,001
+8,894
+80% +$348K ﹤0.01% 3110
2026
Q1 		$389K Sell
11,107
-4,113
-27% -$152K ﹤0.01% 3270
2025
Q4 		$606K Buy
15,220
+601
+4% +$22.5K ﹤0.01% 2814
2025
Q3 		$553K Buy
+14,619
New +$515K ﹤0.01% 2767

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

Cliff Asness's EFSI Position: Q2 2026 in Review

Cliff Asness increased its Eagle Financial Services Inc (EFSI) stake by 80% in Q2 2026, buying an estimated $348K and bringing the position to 20,001 shares worth $829K. The position accounts for ﹤0.01% of the portfolio, ranked #3110.

Cliff Asness first reported a position in EFSI in Q3 2025 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold EFSI as of Q2 2026.

  • Cliff Asness held 20,001 shares of Eagle Financial Services Inc worth $829K as of Q2 2026.
  • Cliff Asness bought 8,894 Eagle Financial Services Inc shares in Q2 2026, an estimated $348K.
  • Eagle Financial Services Inc made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3110 holding.
  • Cliff Asness first reported a position in Eagle Financial Services Inc in Q3 2025 and has held it in 4 quarters since.
  • 79 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.