Essential Partners’s Eagle Financial Services Inc EFSI Stock Holding History

Essential Partners’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 Q3	$1.81K	Buy	40 +9	+29%	+$385	﹤0.01%	1956
2026 Q2	$1.28K	Sell	31 -46	-60%	-$1.8K	﹤0.01%	2133
2026 Q1	$2.69K	Sell	77 -46	-37%	-$1.7K	﹤0.01%	1880
2025 Q4	$4.9K	Sell	123 -21	-15%	-$786	﹤0.01%	1438
2025 Q3	$5.45K	Buy	+144	New	+$5.08K	﹤0.01%	1387

Other funds holding EFSI

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's EFSI Position: Q3 2026 in Review

Essential Partners increased its Eagle Financial Services Inc (EFSI) stake by 29% in Q3 2026, buying an estimated $385 and bringing the position to 40 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Essential Partners first reported a position in EFSI in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.45K in Q3 2025. 6 funds tracked by Wall St. Rank hold EFSI as of Q3 2026.

Essential Partners held 40 shares of Eagle Financial Services Inc worth $1.81K as of Q3 2026.
Essential Partners bought 9 Eagle Financial Services Inc shares in Q3 2026, an estimated $385.
Eagle Financial Services Inc made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1956 holding.
Essential Partners first reported a position in Eagle Financial Services Inc in Q3 2025 and has held it in 5 quarters since.
Essential Partners's Eagle Financial Services Inc position peaked at $5.45K in Q3 2025.
6 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.