Raymond James Financial
EFSI

Raymond James Financial’s Eagle Financial Services Inc EFSI Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-2,700
Closed -$82.7K – 6990
2025
Q2 		$82.7K Buy
+2,700
New +$83.4K ﹤0.01% 4959

Other funds holding EFSI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 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

Raymond James Financial's EFSI Position: Q3 2025 in Review

Raymond James Financial sold out of Eagle Financial Services Inc (EFSI) in Q3 2025, closing a stake of 2,700 shares — an estimated $82.7K sold.

Raymond James Financial first reported a position in EFSI in Q2 2025 and held it in 1 quarter. The position peaked at $82.7K in Q2 2025. 65 funds tracked by Wall St. Rank hold EFSI as of Q3 2025.

  • Raymond James Financial reported no remaining Eagle Financial Services Inc position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 2,700 Eagle Financial Services Inc shares in Q3 2025, an estimated $82.7K.
  • Raymond James Financial first reported a position in Eagle Financial Services Inc in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Eagle Financial Services Inc position peaked at $82.7K in Q2 2025.
  • 65 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.