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
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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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

Evermay Wealth Management's EFSI Position: Q1 2026 in Review

Evermay Wealth Management held its Eagle Financial Services Inc (EFSI) position steady in Q1 2026 at 2,609 shares worth $91.3K. The position accounts for 0.01% of the portfolio, ranked #261.

Evermay Wealth Management first reported a position in EFSI in Q1 2025 and has held it in 5 quarters since. The position peaked at $104K in Q4 2025. 74 funds tracked by Wall St. Rank hold EFSI as of Q1 2026.

  • Evermay Wealth Management held 2,609 shares of Eagle Financial Services Inc worth $91.3K as of Q1 2026.
  • Evermay Wealth Management left its Eagle Financial Services Inc share count unchanged in Q1 2026.
  • Eagle Financial Services Inc made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #261 holding.
  • Evermay Wealth Management first reported a position in Eagle Financial Services Inc in Q1 2025 and has held it in 5 quarters since.
  • Evermay Wealth Management's Eagle Financial Services Inc position peaked at $104K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.