HR
EFSI

Howe & Rusling’s Eagle Financial Services Inc EFSI Stock Holding History

Howe & Rusling’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 		$269K Hold
6,500
– – 0.02% 271
2026
Q1 		$227K Hold
6,500
– – 0.01% 275
2025
Q4 		$259K Hold
6,500
– – 0.02% 265
2025
Q3 		$246K Buy
+6,500
New +$229K 0.02% 262
2025
Q2 		– Sell
-6,500
Closed -$213K – 496
2025
Q1 		$213K Buy
+6,500
New +$213K 0.02% 260

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
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

Howe & Rusling's EFSI Position: Q2 2026 in Review

Howe & Rusling held its Eagle Financial Services Inc (EFSI) position steady in Q2 2026 at 6,500 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #271.

Howe & Rusling first reported a position in EFSI in Q1 2025 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold EFSI as of Q2 2026.

  • Howe & Rusling held 6,500 shares of Eagle Financial Services Inc worth $269K as of Q2 2026.
  • Howe & Rusling left its Eagle Financial Services Inc share count unchanged in Q2 2026.
  • Eagle Financial Services Inc made up 0.02% of Howe & Rusling's portfolio in Q2 2026, its #271 holding.
  • Howe & Rusling first reported a position in Eagle Financial Services Inc in Q1 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 Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.