Position in EFSI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$269,490
+$42,120 QoQ
Shares Held
6,500
0.0% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#41
of 79 holders
Holding Since
Mar 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, 2026HOWE & RUSLING INC holds $4,906,820 across 7 Banks - Regional names. EFSI ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
7,001 | $1,666,308 | |
| 2 | USB |
US Bancorp De
|
19,333 | $1,167,713 | |
| 3 | TFC |
Truist Financial Corp
|
12,118 | $603,718 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
11,485 | $567,014 | |
| 5 | LOB |
Live Oak Bancshares, Inc.
|
10,541 | $430,494 | |
| 6 | EFSI |
Eagle Financial Services Inc
This page
|
6,500 | $269,490 | |
| 7 | TMP |
Tompkins Financial Corp
|
2,138 | $202,083 |
All Filings in EFSI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,490 | 6,500 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $227,370 | 6,500 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $258,700 | 6,500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $245,895 | 6,500 | Shares | Sole | 2025-11-05 | |
| 2025-03-31 | $213,135 | 6,500 | Shares | Sole | 2025-06-17 | |
| No filing history on record for this holder in this stock. | ||||||