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
Q2 		$1.2M Buy
28,853
+19,454
+207% +$762K ﹤0.01% 5568
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group's EFSI Position: Q2 2026 in Review

UBS Group increased its Eagle Financial Services Inc (EFSI) stake by 207% in Q2 2026, buying an estimated $762K and bringing the position to 28,853 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #5568.

UBS Group first reported a position in EFSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.91M in Q4 2025. 80 funds tracked by Wall St. Rank hold EFSI as of Q2 2026.

  • UBS Group held 28,853 shares of Eagle Financial Services Inc worth $1.2M as of Q2 2026.
  • UBS Group bought 19,454 Eagle Financial Services Inc shares in Q2 2026, an estimated $762K.
  • Eagle Financial Services Inc made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5568 holding.
  • UBS Group first reported a position in Eagle Financial Services Inc in Q1 2025 and has held it in 6 quarters since.
  • UBS Group's Eagle Financial Services Inc position peaked at $2.91M in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.