Commonwealth Equity Services
EFSI

Commonwealth Equity Services’s Eagle Financial Services Inc EFSI Stock Holding History

Commonwealth Equity Services’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 		$385K Hold
11,016
– – ﹤0.01% 3437
2025
Q4 		$438K Hold
11,016
– – ﹤0.01% 3282
2025
Q3 		$417K Buy
11,016
+1,924
+21% +$67.8K ﹤0.01% 3341
2025
Q2 		$278K Hold
9,092
– – ﹤0.01% 3667
2025
Q1 		$298K Buy
+9,092
New +$298K ﹤0.01% 3505

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

Commonwealth Equity Services's EFSI Position: Q1 2026 in Review

Commonwealth Equity Services held its Eagle Financial Services Inc (EFSI) position steady in Q1 2026 at 11,016 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #3437.

Commonwealth Equity Services first reported a position in EFSI in Q1 2025 and has held it in 5 quarters since. The position peaked at $438K in Q4 2025. 74 funds tracked by Wall St. Rank hold EFSI as of Q1 2026.

  • Commonwealth Equity Services held 11,016 shares of Eagle Financial Services Inc worth $385K as of Q1 2026.
  • Commonwealth Equity Services left its Eagle Financial Services Inc share count unchanged in Q1 2026.
  • Eagle Financial Services Inc made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3437 holding.
  • Commonwealth Equity Services first reported a position in Eagle Financial Services Inc in Q1 2025 and has held it in 5 quarters since.
  • Commonwealth Equity Services's Eagle Financial Services Inc position peaked at $438K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.