EM
EFSI

ELCO Management’s Eagle Financial Services Inc EFSI Stock Holding History

ELCO Management’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
-5,515
Closed -$209K – 175
2025
Q3 		$209K Sell
5,515
-23,855
-81% -$841K 0.11% 146
2025
Q2 		$899K Sell
29,370
-625
-2% -$19.3K 0.47% 45
2025
Q1 		$984K Buy
+29,995
New +$982K 0.54% 40

Other funds holding EFSI

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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

ELCO Management's EFSI Position: Q4 2025 in Review

ELCO Management sold out of Eagle Financial Services Inc (EFSI) in Q4 2025, closing a stake of 5,515 shares — an estimated $209K sold.

ELCO Management first reported a position in EFSI in Q1 2025 and held it in 3 quarters. The position peaked at $984K in Q1 2025. 69 funds tracked by Wall St. Rank hold EFSI as of Q4 2025.

  • ELCO Management reported no remaining Eagle Financial Services Inc position as of Q4 2025 after selling out during the quarter.
  • ELCO Management sold 5,515 Eagle Financial Services Inc shares in Q4 2025, an estimated $209K.
  • ELCO Management first reported a position in Eagle Financial Services Inc in Q1 2025 and held it in 3 quarters.
  • ELCO Management's Eagle Financial Services Inc position peaked at $984K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q4 2025.

Based on ELCO Management's 13F filing for Q4 2025, filed 4 Feb 2026.