Integrated Wealth Concepts »

Eagle Financial Services shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Eagle Financial Services (EFSI) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Eagle Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Eagle Financial Services held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Eagle Financial Services by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.4k 81 41.40

More positions owned by Integrated Wealth Concepts

Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Integrated Wealth Concepts

Top funds holding Eagle Financial Services

BlackRock
Fourthstone
Wellington Management Company
Vanguard Capital Management
Graham Capital Wealth Management
Geode Capital Management
Alliancebernstein
State Street Corporation
Sandler O'Neill Asset Management
Two Sigma Investments
Rsm Us Wealth Management
Banc Funds Company
Marshall Wace
Dimensional Fund Advisors
Northern Trust

View all funds holding Eagle Financial Services