WANY
EFSI

Wealthspire Advisors (New York)’s Eagle Financial Services Inc EFSI Stock Holding History

Wealthspire Advisors (New York)’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 		$450K Buy
12,873
+3,132
+32% +$116K ﹤0.01% 602
2025
Q4 		$388K Hold
9,741
– – ﹤0.01% 702
2025
Q3 		$369K Hold
9,741
– – ﹤0.01% 611
2025
Q2 		$298K Buy
+9,741
New +$301K ﹤0.01% 665

Other funds holding EFSI

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $129M AUM 16.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s EFSI Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Eagle Financial Services Inc (EFSI) stake by 32% in Q1 2026, buying an estimated $116K and bringing the position to 12,873 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Wealthspire Advisors (New York) first reported a position in EFSI in Q2 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold EFSI as of Q1 2026.

  • Wealthspire Advisors (New York) held 12,873 shares of Eagle Financial Services Inc worth $450K as of Q1 2026.
  • Wealthspire Advisors (New York) bought 3,132 Eagle Financial Services Inc shares in Q1 2026, an estimated $116K.
  • Eagle Financial Services Inc made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #602 holding.
  • Wealthspire Advisors (New York) first reported a position in Eagle Financial Services Inc in Q2 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.