R Squared’s Eagle Financial Services Inc EFSI Stock Holding History

R Squared’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 Q3	$371K	Buy	+8,187	New	+$350K	0.2%	171

Other funds holding EFSI

Graham Capital Wealth Management Washington D.c., District of Columbia $128M AUM 15.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Transmarket Holdings Chicago, Illinois $179M AUM 32.06% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return

R Squared's EFSI Position: Q3 2026 in Review

R Squared opened a new position in Eagle Financial Services Inc (EFSI) in Q3 2026: 8,187 shares worth $371K. The stake represents 0.2% of the portfolio and ranks #171 among its holdings.

31 funds tracked by Wall St. Rank hold EFSI as of Q3 2026.

R Squared held 8,187 shares of Eagle Financial Services Inc worth $371K as of Q3 2026.
Eagle Financial Services Inc was a new R Squared position in Q3 2026.
Eagle Financial Services Inc made up 0.2% of R Squared's portfolio in Q3 2026, its #171 holding.
31 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q3 2026.

Based on R Squared's 13F filing for Q3 2026, filed 6 Nov 2026.