GCWM
EFSI

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

Graham Capital 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 		$4.79M Buy
137,035
+8,755
+7% +$324K 4.26% 5
2025
Q4 		$5.1M Sell
128,280
-1,638
-1% -$61.3K 4.69% 3
2025
Q3 		$4.91M Buy
129,918
+6,580
+5% +$232K 5.01% 3
2025
Q2 		$3.78M Buy
+123,338
New +$3.81M 4.19% 3

Other funds holding EFSI

FL
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
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
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Graham Capital Wealth Management's EFSI Position: Q1 2026 in Review

Graham Capital Wealth Management increased its Eagle Financial Services Inc (EFSI) stake by 6.8% in Q1 2026, buying an estimated $324K and bringing the position to 137,035 shares worth $4.79M. The position accounts for 4.26% of the portfolio, ranked #5.

Graham Capital Wealth Management first reported a position in EFSI in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.1M in Q4 2025. 74 funds tracked by Wall St. Rank hold EFSI as of Q1 2026.

  • Graham Capital Wealth Management held 137,035 shares of Eagle Financial Services Inc worth $4.79M as of Q1 2026.
  • Graham Capital Wealth Management bought 8,755 Eagle Financial Services Inc shares in Q1 2026, an estimated $324K.
  • Eagle Financial Services Inc made up 4.26% of Graham Capital Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Graham Capital Wealth Management first reported a position in Eagle Financial Services Inc in Q2 2025 and has held it in 4 quarters since.
  • Graham Capital Wealth Management's Eagle Financial Services Inc position peaked at $5.1M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q1 2026.

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