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
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

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

Howe & Rusling's EFSI Position: Q1 2026 in Review

Howe & Rusling held its Eagle Financial Services Inc (EFSI) position steady in Q1 2026 at 6,500 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #275.

Howe & Rusling first reported a position in EFSI in Q1 2025 and has held it in 4 quarters since. The position peaked at $259K in Q4 2025. 74 funds tracked by Wall St. Rank hold EFSI as of Q1 2026.

  • Howe & Rusling held 6,500 shares of Eagle Financial Services Inc worth $227K as of Q1 2026.
  • Howe & Rusling left its Eagle Financial Services Inc share count unchanged in Q1 2026.
  • Eagle Financial Services Inc made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #275 holding.
  • Howe & Rusling first reported a position in Eagle Financial Services Inc in Q1 2025 and has held it in 4 quarters since.
  • Howe & Rusling's Eagle Financial Services Inc position peaked at $259K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.