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EFSI

Nuveen’s Eagle Financial Services Inc EFSI Stock Holding History

Nuveen’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 		– Sell
-5,999
Closed -$239K – 3298
2025
Q4 		$239K Hold
5,999
– – ﹤0.01% 3103
2025
Q3 		$227K Buy
+5,999
New +$211K ﹤0.01% 3125

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

Nuveen's EFSI Position: Q1 2026 in Review

Nuveen sold out of Eagle Financial Services Inc (EFSI) in Q1 2026, closing a stake of 5,999 shares — an estimated $239K sold.

Nuveen first reported a position in EFSI in Q3 2025 and held it in 2 quarters. The position peaked at $239K in Q4 2025. 74 funds tracked by Wall St. Rank hold EFSI as of Q1 2026.

  • Nuveen reported no remaining Eagle Financial Services Inc position as of Q1 2026 after selling out during the quarter.
  • Nuveen sold 5,999 Eagle Financial Services Inc shares in Q1 2026, an estimated $239K.
  • Nuveen first reported a position in Eagle Financial Services Inc in Q3 2025 and held it in 2 quarters.
  • Nuveen's Eagle Financial Services Inc position peaked at $239K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.