EFSI β€” EAGLE FINL SVCS INC

Ownership history in ELCO Management Co., LLC  Β·  3 quarters on record

AI Ownership Summary

ELCO Management Co., LLC reported EAGLE FINL SVCS INC (EFSI) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.54% in 2025 Q1. The latest visible filing shows EFSI at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EFSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ELCO Management Co., LLC's position in EAGLE FINL SVCS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EFSI was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ELCO Management Co., LLC held EFSI β€” position size vs. price
% of Fund (quarterly)    EFSI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5,515 -23,855 -81.2% 0.11% $209K 2025-11-05 $35.64
2025 Q2 REDUCED 29,370 -625 -2.1% 0.47% $899K 2025-08-04 $32.57
2025 Q1 INITIATED 29,995 β€” β€” 0.54% $984K 2025-05-01 $29.07

FAQ About ELCO Management Co., LLC and EFSI

These are the practical questions this page is built to answer before you even open the full history table.

How long has ELCO Management Co., LLC reported owning EFSI?

ELCO Management Co., LLC reported EFSI across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported EFSI position in ELCO Management Co., LLC's portfolio?

The largest reported portfolio weight for EFSI was 0.54% in 2025 Q1.

What is the latest reported EFSI position on this page?

The most recent filing on this page is 2025 Q3, when ELCO Management Co., LLC reported 5,515 shares, equal to 0.11% of portfolio, with an estimated market value of $209K.

What does the chart on this EFSI ownership page compare?

The chart compares ELCO Management Co., LLC's quarterly EFSI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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