EWA
EFSI

EverSource Wealth Advisors’s Eagle Financial Services Inc EFSI Stock Holding History

EverSource Wealth Advisors’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 		$953 Buy
23
+4
+21% +$157 ﹤0.01% 3982
2026
Q1 		$665 Sell
19
-7
-27% -$259 ﹤0.01% 3986
2025
Q4 		$1.03K Sell
26
-6
-19% -$225 ﹤0.01% 3702
2025
Q3 		$1.21K Buy
+32
New +$1.13K ﹤0.01% 3703

Other funds holding EFSI

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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

EverSource Wealth Advisors's EFSI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Eagle Financial Services Inc (EFSI) stake by 21% in Q2 2026, buying an estimated $157 and bringing the position to 23 shares worth $953. The position accounts for ﹤0.01% of the portfolio, ranked #3982.

EverSource Wealth Advisors first reported a position in EFSI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.21K in Q3 2025. 80 funds tracked by Wall St. Rank hold EFSI as of Q2 2026.

  • EverSource Wealth Advisors held 23 shares of Eagle Financial Services Inc worth $953 as of Q2 2026.
  • EverSource Wealth Advisors bought 4 Eagle Financial Services Inc shares in Q2 2026, an estimated $157.
  • Eagle Financial Services Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3982 holding.
  • EverSource Wealth Advisors first reported a position in Eagle Financial Services Inc in Q3 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Eagle Financial Services Inc position peaked at $1.21K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.