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
Q2 		$5.62M Sell
135,623
-1,412
-1% -$55.3K 4.35% 3
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

BlackRock
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
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

Graham Capital Wealth Management's EFSI Position: Q2 2026 in Review

Graham Capital Wealth Management reduced its Eagle Financial Services Inc (EFSI) stake by 1% in Q2 2026, selling an estimated $55.3K and leaving 135,623 shares worth $5.62M. The position accounts for 4.35% of the portfolio, ranked #3.

Graham Capital Wealth Management first reported a position in EFSI in Q2 2025 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold EFSI as of Q2 2026.

  • Graham Capital Wealth Management held 135,623 shares of Eagle Financial Services Inc worth $5.62M as of Q2 2026.
  • Graham Capital Wealth Management sold 1,412 Eagle Financial Services Inc shares in Q2 2026, an estimated $55.3K.
  • Eagle Financial Services Inc made up 4.35% of Graham Capital Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Graham Capital Wealth Management first reported a position in Eagle Financial Services Inc in Q2 2025 and has held it in 5 quarters since.
  • 80 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q2 2026.

Based on Graham Capital Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.