Position in EFSI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$434,127
+$33,991 QoQ
Shares Held
10,471
-8.5% QoQ
Ownership
0.193%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#34
of 79 holders
Holding Since
Dec 2025
3 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, 2026Expressive Wealth LLC holds $434,127 across 1 Banks - Regional name. EFSI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFSI |
Eagle Financial Services Inc
This page
|
10,471 | $434,127 |
All Filings in EFSI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,127 | 10,471 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $400,136 | 11,439 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $469,600 | 11,799 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||