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
Q2 		$410K Sell
9,879
-1,137
-10% -$44.5K ﹤0.01% 3474
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

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

Commonwealth Equity Services's EFSI Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Eagle Financial Services Inc (EFSI) stake by 10% in Q2 2026, selling an estimated $44.5K and leaving 9,879 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #3474.

Commonwealth Equity Services first reported a position in EFSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $438K in Q4 2025. 80 funds tracked by Wall St. Rank hold EFSI as of Q2 2026.

  • Commonwealth Equity Services held 9,879 shares of Eagle Financial Services Inc worth $410K as of Q2 2026.
  • Commonwealth Equity Services sold 1,137 Eagle Financial Services Inc shares in Q2 2026, an estimated $44.5K.
  • Eagle Financial Services Inc made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3474 holding.
  • Commonwealth Equity Services first reported a position in Eagle Financial Services Inc in Q1 2025 and has held it in 6 quarters since.
  • Commonwealth Equity Services's Eagle Financial Services Inc position peaked at $438K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.