EWM
EFSI

Evermay Wealth Management’s Eagle Financial Services Inc EFSI Stock Holding History

Evermay Wealth 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
2026
Q2 		$108K Hold
2,609
– – 0.01% 258
2026
Q1 		$91.3K Hold
2,609
– – 0.01% 261
2025
Q4 		$104K Hold
2,609
– – 0.01% 252
2025
Q3 		$98.7K Hold
2,609
– – 0.01% 264
2025
Q2 		$79.9K Hold
2,609
– – 0.01% 287
2025
Q1 		$85.5K Buy
+2,609
New +$85.4K 0.01% 278

Other funds holding EFSI

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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

Evermay Wealth Management's EFSI Position: Q2 2026 in Review

Evermay Wealth Management held its Eagle Financial Services Inc (EFSI) position steady in Q2 2026 at 2,609 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #258.

Evermay Wealth Management first reported a position in EFSI in Q1 2025 and has held it in 6 quarters since. 80 funds tracked by Wall St. Rank hold EFSI as of Q2 2026.

  • Evermay Wealth Management held 2,609 shares of Eagle Financial Services Inc worth $108K as of Q2 2026.
  • Evermay Wealth Management left its Eagle Financial Services Inc share count unchanged in Q2 2026.
  • Eagle Financial Services Inc made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #258 holding.
  • Evermay Wealth Management first reported a position in Eagle Financial Services Inc in Q1 2025 and has held it in 6 quarters since.
  • 80 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.