RIL
EFSI

Rothschild Investment LLC’s Eagle Financial Services Inc EFSI Stock Holding History

Rothschild Investment LLC’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 		$140 Sell
4
-1
-20% -$37 ﹤0.01% 3360
2025
Q4 		$199 Buy
5
+4
+400% +$150 ﹤0.01% 3117
2025
Q3 		$38 Buy
+1
New +$35 ﹤0.01% 3105

Other funds holding EFSI

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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

Rothschild Investment LLC's EFSI Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Eagle Financial Services Inc (EFSI) stake by 20% in Q1 2026, selling an estimated $37 and leaving 4 shares worth $140. The position accounts for ﹤0.01% of the portfolio, ranked #3360.

Rothschild Investment LLC first reported a position in EFSI in Q3 2025 and has held it in 3 quarters since. The position peaked at $199 in Q4 2025. 74 funds tracked by Wall St. Rank hold EFSI as of Q1 2026.

  • Rothschild Investment LLC held 4 shares of Eagle Financial Services Inc worth $140 as of Q1 2026.
  • Rothschild Investment LLC sold 1 Eagle Financial Services Inc share in Q1 2026, an estimated $37.
  • Eagle Financial Services Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3360 holding.
  • Rothschild Investment LLC first reported a position in Eagle Financial Services Inc in Q3 2025 and has held it in 3 quarters since.
  • Rothschild Investment LLC's Eagle Financial Services Inc position peaked at $199 in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.