Wells Fargo
EFSI

Wells Fargo’s Eagle Financial Services Inc EFSI Stock Holding History

Wells Fargo’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 		$257K Sell
7,359
-3,412
-32% -$126K ﹤0.01% 4555
2025
Q4 		$429K Buy
10,771
+458
+4% +$17.1K ﹤0.01% 4608
2025
Q3 		$390K Buy
10,313
+234
+2% +$8.25K ﹤0.01% 4475
2025
Q2 		$309K Buy
10,079
+891
+10% +$27.5K ﹤0.01% 4481
2025
Q1 		$301K Buy
+9,188
New +$301K ﹤0.01% 4421

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

Wells Fargo's EFSI Position: Q1 2026 in Review

Wells Fargo reduced its Eagle Financial Services Inc (EFSI) stake by 32% in Q1 2026, selling an estimated $126K and leaving 7,359 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #4555.

Wells Fargo first reported a position in EFSI in Q1 2025 and has held it in 5 quarters since. The position peaked at $429K in Q4 2025. 74 funds tracked by Wall St. Rank hold EFSI as of Q1 2026.

  • Wells Fargo held 7,359 shares of Eagle Financial Services Inc worth $257K as of Q1 2026.
  • Wells Fargo sold 3,412 Eagle Financial Services Inc shares in Q1 2026, an estimated $126K.
  • Eagle Financial Services Inc made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #4555 holding.
  • Wells Fargo first reported a position in Eagle Financial Services Inc in Q1 2025 and has held it in 5 quarters since.
  • Wells Fargo's Eagle Financial Services Inc position peaked at $429K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.