True Wealth Design’s Eagle Financial Services Inc EFSI Stock Holding History

True Wealth Design’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	$332	Buy	8 +3	+60%	+$118	﹤0.01%	2327
2026 Q1	$175	Hold	5	–	–	﹤0.01%	2354
2025 Q4	$199	Sell	5 -1	-17%	-$37	﹤0.01%	2230
2025 Q3	$227	Buy	+6	New	+$211	﹤0.01%	2274

Other funds holding EFSI

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

True Wealth Design's EFSI Position: Q2 2026 in Review

True Wealth Design increased its Eagle Financial Services Inc (EFSI) stake by 60% in Q2 2026, buying an estimated $118 and bringing the position to 8 shares worth $332. The position accounts for ﹤0.01% of the portfolio, ranked #2327.

True Wealth Design first reported a position in EFSI in Q3 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold EFSI as of Q2 2026.

True Wealth Design held 8 shares of Eagle Financial Services Inc worth $332 as of Q2 2026.
True Wealth Design bought 3 Eagle Financial Services Inc shares in Q2 2026, an estimated $118.
Eagle Financial Services Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2327 holding.
True Wealth Design first reported a position in Eagle Financial Services Inc in Q3 2025 and has held it in 4 quarters since.
6 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.