Position in EFSI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$538,026
+$87,729 QoQ
Shares Held
12,977
+0.8% QoQ
Ownership
0.240%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 79 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EFSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Wealthspire Advisors, LLC holds $38,069,507 across 25 Banks - Regional names. EFSI ranks #16 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBNK |
Capital Bancorp Inc
|
291,615 | $10,241,518 | |
| 2 | BWFG |
Bankwell Financial Group, Inc.
|
87,538 | $5,142,857 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
102,945 | $4,717,969 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
59,958 | $2,536,822 | |
| 5 | USB |
US Bancorp De
|
28,816 | $1,740,486 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
6,640 | $1,634,900 | |
| 7 | JMSB |
John Marshall Bancorp, Inc.
|
64,333 | $1,402,459 | |
| 8 | TFC |
Truist Financial Corp
|
27,175 | $1,353,858 |
All Filings in EFSI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,026 | 12,977 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $450,297 | 12,873 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $387,691 | 9,741 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $368,502 | 9,741 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $298,269 | 9,741 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||