Marshall Wace
EFSI

Marshall Wace’s Eagle Financial Services Inc EFSI Stock Holding History

Marshall Wace’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 		$271K Buy
+7,742
New +$286K ﹤0.01% 2684
2025
Q2 		– Sell
-23,221
Closed -$761K – 3299
2025
Q1 		$761K Buy
+23,221
New +$760K ﹤0.01% 1896

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

Marshall Wace's EFSI Position: Q1 2026 in Review

Marshall Wace opened a new position in Eagle Financial Services Inc (EFSI) in Q1 2026: 7,742 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #2684 among its holdings. This is a return to the name: Marshall Wace previously reported a position in EFSI as recently as Q1 2025.

Marshall Wace first reported a position in EFSI in Q1 2025 and has held it in 2 quarters since. The position peaked at $761K in Q1 2025. 74 funds tracked by Wall St. Rank hold EFSI as of Q1 2026.

  • Marshall Wace held 7,742 shares of Eagle Financial Services Inc worth $271K as of Q1 2026.
  • Eagle Financial Services Inc was a new Marshall Wace position in Q1 2026.
  • Eagle Financial Services Inc made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2684 holding.
  • Marshall Wace first reported a position in Eagle Financial Services Inc in Q1 2025 and has held it in 2 quarters since.
  • Marshall Wace's Eagle Financial Services Inc position peaked at $761K in Q1 2025.
  • 74 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.