FL
EFSI

Fourthstone LLC’s Eagle Financial Services Inc EFSI Stock Holding History

Fourthstone LLC’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 		$11.9M Sell
287,575
-244,624
-46% -$9.58M 8.49% 3
2026
Q1 		$18.6M Buy
532,199
+78,281
+17% +$2.89M 3.16% 12
2025
Q4 		$18.1M Buy
453,918
+177,132
+64% +$6.63M 3.38% 10
2025
Q3 		$10.5M Sell
276,786
-4,476
-2% -$158K 1.88% 16
2025
Q2 		$8.61M Buy
281,262
+9,898
+4% +$306K 1.69% 20
2025
Q1 		$8.9M Buy
+271,364
New +$8.88M 2.21% 14

Other funds holding EFSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Fourthstone LLC's EFSI Position: Q2 2026 in Review

Fourthstone LLC reduced its Eagle Financial Services Inc (EFSI) stake by 46% in Q2 2026, selling an estimated $9.58M and leaving 287,575 shares worth $11.9M. The position accounts for 8.49% of the portfolio, ranked #3.

Fourthstone LLC first reported a position in EFSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.6M in Q1 2026. 80 funds tracked by Wall St. Rank hold EFSI as of Q2 2026.

  • Fourthstone LLC held 287,575 shares of Eagle Financial Services Inc worth $11.9M as of Q2 2026.
  • Fourthstone LLC sold 244,624 Eagle Financial Services Inc shares in Q2 2026, an estimated $9.58M.
  • Eagle Financial Services Inc made up 8.49% of Fourthstone LLC's portfolio in Q2 2026, its #3 holding.
  • Fourthstone LLC first reported a position in Eagle Financial Services Inc in Q1 2025 and has held it in 6 quarters since.
  • Fourthstone LLC's Eagle Financial Services Inc position peaked at $18.6M in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q2 2026.

Based on Fourthstone LLC's 13F filing for Q2 2026, filed 14 Aug 2026.