Morgan Stanley
EFSI

Morgan Stanley’s Eagle Financial Services Inc EFSI Stock Holding History

Morgan Stanley’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 		$1.16M Sell
27,997
-84
-0.3% -$3.29K ﹤0.01% 5136
2026
Q1 		$982K Sell
28,081
-3,874
-12% -$143K ﹤0.01% 5151
2025
Q4 		$1.27M Buy
31,955
+2,688
+9% +$101K ﹤0.01% 5066
2025
Q3 		$1.11M Sell
29,267
-556
-2% -$19.6K ﹤0.01% 5121
2025
Q2 		$913K Buy
29,823
+11,236
+60% +$347K ﹤0.01% 5144
2025
Q1 		$609K Buy
+18,587
New +$609K ﹤0.01% 5244

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

Morgan Stanley's EFSI Position: Q2 2026 in Review

Morgan Stanley reduced its Eagle Financial Services Inc (EFSI) stake by 0.3% in Q2 2026, selling an estimated $3.29K and leaving 27,997 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #5136.

Morgan Stanley first reported a position in EFSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.27M in Q4 2025. 80 funds tracked by Wall St. Rank hold EFSI as of Q2 2026.

  • Morgan Stanley held 27,997 shares of Eagle Financial Services Inc worth $1.16M as of Q2 2026.
  • Morgan Stanley sold 84 Eagle Financial Services Inc shares in Q2 2026, an estimated $3.29K.
  • Eagle Financial Services Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5136 holding.
  • Morgan Stanley first reported a position in Eagle Financial Services Inc in Q1 2025 and has held it in 6 quarters since.
  • Morgan Stanley's Eagle Financial Services Inc position peaked at $1.27M in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.