Integrated Wealth Concepts’s Eagle Financial Services Inc EFSI Stock Holding History

Integrated Wealth Concepts’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	$3.35K	Buy	+81	New	+$3.17K	﹤0.01%	5170

Other funds holding EFSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $138B AUM 41.87% 1-Year Est. Return

Integrated Wealth Concepts's EFSI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Eagle Financial Services Inc (EFSI) in Q2 2026: 81 shares worth $3.35K. The stake represents ﹤0.01% of the portfolio and ranks #5170 among its holdings.

80 funds tracked by Wall St. Rank hold EFSI as of Q2 2026.

Integrated Wealth Concepts held 81 shares of Eagle Financial Services Inc worth $3.35K as of Q2 2026.
Eagle Financial Services Inc was a new Integrated Wealth Concepts position in Q2 2026.
Eagle Financial Services Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5170 holding.
80 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.