UCFA
EFSI

United Capital Financial Advisors’s Eagle Financial Services Inc EFSI Stock Holding History

United Capital Financial Advisors’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 		$671K Hold
16,192
– – ﹤0.01% 978
2026
Q1 		$566K Hold
16,192
– – ﹤0.01% 1003
2025
Q4 		$644K Hold
16,192
– – ﹤0.01% 878
2025
Q3 		$613K Buy
+16,192
New +$571K ﹤0.01% 798

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

United Capital Financial Advisors's EFSI Position: Q2 2026 in Review

United Capital Financial Advisors held its Eagle Financial Services Inc (EFSI) position steady in Q2 2026 at 16,192 shares worth $671K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

United Capital Financial Advisors first reported a position in EFSI in Q3 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold EFSI as of Q2 2026.

  • United Capital Financial Advisors held 16,192 shares of Eagle Financial Services Inc worth $671K as of Q2 2026.
  • United Capital Financial Advisors left its Eagle Financial Services Inc share count unchanged in Q2 2026.
  • Eagle Financial Services Inc made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #978 holding.
  • United Capital Financial Advisors first reported a position in Eagle Financial Services Inc in Q3 2025 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.