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 Q3	$635	Buy	14 +6	+75%	+$256	﹤0.01%	2071
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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's EFSI Position: Q3 2026 in Review

True Wealth Design increased its Eagle Financial Services Inc (EFSI) stake by 75% in Q3 2026, buying an estimated $256 and bringing the position to 14 shares worth $635. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

True Wealth Design first reported a position in EFSI in Q3 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold EFSI as of Q3 2026.

True Wealth Design held 14 shares of Eagle Financial Services Inc worth $635 as of Q3 2026.
True Wealth Design bought 6 Eagle Financial Services Inc shares in Q3 2026, an estimated $256.
Eagle Financial Services Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2071 holding.
True Wealth Design first reported a position in Eagle Financial Services Inc in Q3 2025 and has held it in 5 quarters since.
6 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.