State Street
EFSI

State Street’s Eagle Financial Services Inc EFSI Stock Holding History

State Street’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 		$2.96M Sell
84,607
-400
-0.5% -$14.8K ﹤0.01% 3173
2025
Q4 		$3.38M Sell
85,007
-1,000
-1% -$37.4K ﹤0.01% 3148
2025
Q3 		$3.25M Buy
86,007
+39,274
+84% +$1.38M ﹤0.01% 3170
2025
Q2 		$1.43M Buy
+46,733
New +$1.44M ﹤0.01% 3408

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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

State Street's EFSI Position: Q1 2026 in Review

State Street reduced its Eagle Financial Services Inc (EFSI) stake by 0.47% in Q1 2026, selling an estimated $14.8K and leaving 84,607 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #3173.

State Street first reported a position in EFSI in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.38M in Q4 2025. 74 funds tracked by Wall St. Rank hold EFSI as of Q1 2026.

  • State Street held 84,607 shares of Eagle Financial Services Inc worth $2.96M as of Q1 2026.
  • State Street sold 400 Eagle Financial Services Inc shares in Q1 2026, an estimated $14.8K.
  • Eagle Financial Services Inc made up ﹤0.01% of State Street's portfolio in Q1 2026, its #3173 holding.
  • State Street first reported a position in Eagle Financial Services Inc in Q2 2025 and has held it in 4 quarters since.
  • State Street's Eagle Financial Services Inc position peaked at $3.38M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.