SIC
EFSI

SJS Investment Consulting’s Eagle Financial Services Inc EFSI Stock Holding History

SJS Investment Consulting’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 		$83 Hold
2
– – ﹤0.01% 2640
2026
Q1 		$70 Hold
2
– – ﹤0.01% 2195
2025
Q4 		$80 Buy
+2
New +$75 ﹤0.01% 1976

Other funds holding EFSI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SJS Investment Consulting's EFSI Position: Q2 2026 in Review

SJS Investment Consulting held its Eagle Financial Services Inc (EFSI) position steady in Q2 2026 at 2 shares worth $83. The position accounts for ﹤0.01% of the portfolio, ranked #2640.

SJS Investment Consulting first reported a position in EFSI in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold EFSI as of Q2 2026.

  • SJS Investment Consulting held 2 shares of Eagle Financial Services Inc worth $83 as of Q2 2026.
  • SJS Investment Consulting left its Eagle Financial Services Inc share count unchanged in Q2 2026.
  • Eagle Financial Services Inc made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2640 holding.
  • SJS Investment Consulting first reported a position in Eagle Financial Services Inc in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.