Wellington Management Group
EFSI

Wellington Management Group’s Eagle Financial Services Inc EFSI Stock Holding History

Wellington Management 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 		$9.81M Sell
280,400
-38,872
-12% -$1.44M ﹤0.01% 1243
2025
Q4 		$12.7M Sell
319,272
-10,123
-3% -$379K ﹤0.01% 1184
2025
Q3 		$12.5M Sell
329,395
-6,273
-2% -$221K ﹤0.01% 1200
2025
Q2 		$10.3M Hold
335,668
– – ﹤0.01% 1202
2025
Q1 		$11M Buy
+335,668
New +$11M ﹤0.01% 1175

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
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
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Wellington Management Group's EFSI Position: Q1 2026 in Review

Wellington Management Group reduced its Eagle Financial Services Inc (EFSI) stake by 12% in Q1 2026, selling an estimated $1.44M and leaving 280,400 shares worth $9.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Wellington Management Group first reported a position in EFSI in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.7M in Q4 2025. 74 funds tracked by Wall St. Rank hold EFSI as of Q1 2026.

  • Wellington Management Group held 280,400 shares of Eagle Financial Services Inc worth $9.81M as of Q1 2026.
  • Wellington Management Group sold 38,872 Eagle Financial Services Inc shares in Q1 2026, an estimated $1.44M.
  • Eagle Financial Services Inc made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1243 holding.
  • Wellington Management Group first reported a position in Eagle Financial Services Inc in Q1 2025 and has held it in 5 quarters since.
  • Wellington Management Group's Eagle Financial Services Inc position peaked at $12.7M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.