IFP Advisors’s Eagle Financial Services Inc EFSI Stock Holding History

IFP Advisors’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	$1.62K	Buy	39 +20	+105%	+$784	﹤0.01%	4331
2026 Q1	$665	Sell	19 -4	-17%	-$148	﹤0.01%	4345
2025 Q4	$915	Buy	23 +13	+130%	+$487	﹤0.01%	4101
2025 Q3	$378	Buy	+10	New	+$352	﹤0.01%	4252

Other funds holding EFSI

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

IFP Advisors's EFSI Position: Q2 2026 in Review

IFP Advisors increased its Eagle Financial Services Inc (EFSI) stake by 105% in Q2 2026, buying an estimated $784 and bringing the position to 39 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #4331.

IFP Advisors first reported a position in EFSI in Q3 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold EFSI as of Q2 2026.

IFP Advisors held 39 shares of Eagle Financial Services Inc worth $1.62K as of Q2 2026.
IFP Advisors bought 20 Eagle Financial Services Inc shares in Q2 2026, an estimated $784.
Eagle Financial Services Inc made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4331 holding.
IFP Advisors first reported a position in Eagle Financial Services Inc in Q3 2025 and has held it in 4 quarters since.
6 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.