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Eagle Financial Services shares owned by Sontag Advisory

Quarter-by-quarter ownership of Eagle Financial Services (EFSI) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Eagle Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Eagle Financial Services held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eagle Financial Services by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $369k 9.7k 37.83
2025-06-30 $298k 9.7k 30.62

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding Eagle Financial Services

Wellington Management Company
Vanguard Group
Fourthstone
BlackRock
Sandler O'Neill Asset Management
Alliancebernstein
Graham Capital Wealth Management
EJF Capital
Geode Capital Management
State Street Corporation
Banc Funds Company
Rsm Us Wealth Management
Northern Trust
Morgan Stanley
Two Sigma Investments

View all funds holding Eagle Financial Services