JO
EFSI

John Overdeck’s Eagle Financial Services Inc EFSI Stock Holding History

John Overdeck’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 		$2.59M Buy
62,357
+45,944
+280% +$1.8M ﹤0.01% 2774
2026
Q1 		$574K Sell
16,413
-2,079
-11% -$76.9K ﹤0.01% 3650
2025
Q4 		$736K Sell
18,492
-6,986
-27% -$261K ﹤0.01% 3110
2025
Q3 		$964K Buy
25,478
+9,798
+62% +$345K ﹤0.01% 2598
2025
Q2 		$480K Buy
+15,680
New +$484K ﹤0.01% 2604

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
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

John Overdeck's EFSI Position: Q2 2026 in Review

John Overdeck increased its Eagle Financial Services Inc (EFSI) stake by 280% in Q2 2026, buying an estimated $1.8M and bringing the position to 62,357 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2774.

John Overdeck first reported a position in EFSI in Q2 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold EFSI as of Q2 2026.

  • John Overdeck held 62,357 shares of Eagle Financial Services Inc worth $2.59M as of Q2 2026.
  • John Overdeck bought 45,944 Eagle Financial Services Inc shares in Q2 2026, an estimated $1.8M.
  • Eagle Financial Services Inc made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2774 holding.
  • John Overdeck first reported a position in Eagle Financial Services Inc in Q2 2025 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.