Global Retirement Partners’s Eagle Financial Services Inc EFSI Stock Holding History

Global Retirement 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
2025 Q4	$80	Buy	+2	New	+$75	﹤0.01%	4158

Other funds holding EFSI

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

GCWM

Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Retirement Partners's EFSI Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Eagle Financial Services Inc (EFSI) in Q4 2025: 2 shares worth $80. The stake represents ﹤0.01% of the portfolio and ranks #4158 among its holdings.

69 funds tracked by Wall St. Rank hold EFSI as of Q4 2025.

Global Retirement Partners held 2 shares of Eagle Financial Services Inc worth $80 as of Q4 2025.
Eagle Financial Services Inc was a new Global Retirement Partners position in Q4 2025.
Eagle Financial Services Inc made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4158 holding.
69 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.