UBS Group
EFSI

UBS Group’s Eagle Financial Services Inc EFSI Stock Holding History

UBS Group’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 		$329K Sell
9,399
-63,695
-87% -$2.36M ﹤0.01% 6356
2025
Q4 		$2.91M Buy
73,094
+70,686
+2,935% +$2.65M ﹤0.01% 4598
2025
Q3 		$91.1K Sell
2,408
-3,455
-59% -$122K ﹤0.01% 7187
2025
Q2 		$180K Buy
5,863
+5,800
+9,206% +$179K ﹤0.01% 6796
2025
Q1 		$2.07K Buy
+63
New +$2.06K ﹤0.01% 9401

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
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

UBS Group's EFSI Position: Q1 2026 in Review

UBS Group reduced its Eagle Financial Services Inc (EFSI) stake by 87% in Q1 2026, selling an estimated $2.36M and leaving 9,399 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #6356.

UBS Group first reported a position in EFSI in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.91M in Q4 2025. 74 funds tracked by Wall St. Rank hold EFSI as of Q1 2026.

  • UBS Group held 9,399 shares of Eagle Financial Services Inc worth $329K as of Q1 2026.
  • UBS Group sold 63,695 Eagle Financial Services Inc shares in Q1 2026, an estimated $2.36M.
  • Eagle Financial Services Inc made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6356 holding.
  • UBS Group first reported a position in Eagle Financial Services Inc in Q1 2025 and has held it in 5 quarters since.
  • UBS Group's Eagle Financial Services Inc position peaked at $2.91M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.