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 Q3	$2.22K	Buy	49 +10	+26%	+$427	﹤0.01%	4180
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 $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors's EFSI Position: Q3 2026 in Review

IFP Advisors increased its Eagle Financial Services Inc (EFSI) stake by 26% in Q3 2026, buying an estimated $427 and bringing the position to 49 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #4180.

IFP Advisors first reported a position in EFSI in Q3 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold EFSI as of Q3 2026.

IFP Advisors held 49 shares of Eagle Financial Services Inc worth $2.22K as of Q3 2026.
IFP Advisors bought 10 Eagle Financial Services Inc shares in Q3 2026, an estimated $427.
Eagle Financial Services Inc made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4180 holding.
IFP Advisors first reported a position in Eagle Financial Services Inc in Q3 2025 and has held it in 5 quarters since.
7 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.