Eagle Financial Services Inc
EFSI- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0000880641
No open-market purchases or sales by Eagle Financial Services Inc insiders were filed in the last 90 days; 80 institutions reported holding it in 13F filings for Q2 2026, worth $100.9M in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Eagle Financial Services Inc as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 65
- +17 vs. Q2 2025
- Shares held
- 2.40M
- +62.5K (+2.7%) vs. Q2 2025
- Total value
- $91.0M
- +$19.2M (+26.8%) vs. Q2 2025
- New holders
- 22
- 16 more added
- Sold out
- 5
- 17 more reduced
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EFSI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 80 | $100.9M |
| Q1 2026 | 74 | $85.2M |
| Q4 2025 | 69 | $98.7M |
| Q3 2025 | 65 | $91.0M |
| Q2 2025 | 48 | $71.7M |
| Q1 2025 | 30 | $70.8M |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 1 | $328.0K |
| Q3 2023 | 1 | $557.0K |
| Q2 2023 | 1 | $1.34M |
| Q1 2023 | 1 | $1.58M |
| Q4 2022 | 1 | $1.68M |
| Q3 2022 | 1 | $1.72M |
| Q2 2022 | 1 | $1.65M |
| Q1 2022 | 1 | $1.65M |
| Q4 2021 | 1 | $1.61M |
| Q3 2021 | 1 | $1.59M |
| Q2 2021 | 1 | $1.59M |
| Q1 2021 | 1 | $1.49M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Eagle Financial Services Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 1 | $38 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 1 | $38 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 2 | $76 | 0.00% | +2 | New |
| True Wealth Design, LLC | 6 | $227 | 0.00% | +6 | New |
| IFP Advisors, Inc | 10 | $378 | 0.00% | +10 | New |
| The PNC Financial Services Group, Inc. | 14 | $530 | 0.00% | +14 | New |
| Allworth Financial LP | 18 | $681 | 0.00% | +18 | New |
| EverSource Wealth Advisors, LLC | 32 | $1.21K | 0.00% | +32 | New |
| FMR LLC | 48 | $1.83K | 0.00% | +44+1,100.0% | Added |
| Citigroup Inc | 60 | $2.27K | 0.00% | −1,486−96.1% | Reduced |
| Royal Bank of Canada | 88 | $3.00K | 0.00% | −573−86.7% | Reduced |
| Essential Partners LLC | 144 | $5.45K | 0.00% | +144 | New |
| Amalgamated Bank | 157 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 231 | $8.74K | 0.00% | +231 | New |
| California State Teachers Retirement System | 288 | $10.9K | 0.00% | +1+0.3% | Added |
| Sterling Capital Management LLC | 302 | $11.4K | 0.00% | +183+153.8% | Added |
| Tower Research Capital LLC (TRC) | 360 | $13.6K | 0.00% | +360 | New |
| Legal & General Group Plc | 415 | $15.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 469 | $17.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 689 | $26.1K | 0.00% | +689 | New |
| Police & Firemen's Retirement System of New Jersey | 1,040 | $39.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,188 | $44.9K | 0.00% | +538+82.8% | Added |
| CWM, LLC | 1,177 | $45.0K | 0.00% | +1,177 | New |
| JPMorgan Chase & Co | 1,866 | $70.6K | 0.00% | −313−14.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,221 | $84.0K | 0.00% | +2,221 | New |
| New York State Common Retirement Fund | 2,400 | $90.8K | 0.00% | −900−27.3% | Reduced |
| UBS Group AG | 2,408 | $91.1K | 0.00% | −3,455−58.9% | Reduced |
| Deutsche Bank AG | 2,439 | $92.3K | 0.00% | +2,439 | New |
| Evermay Wealth Management LLC | 2,609 | $98.7K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,844 | $106.0K | 0.00% | −2,572−47.5% | Reduced |
| MetLife Investment Management | 3,083 | $116.6K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,108 | $155.4K | 0.00% | −299−6.8% | Reduced |
| ELCO Management Co., LLC | 5,515 | $208.6K | 0.11% | −23,855−81.2% | Reduced |
| Trexquant Investment LP | 5,818 | $220.1K | 0.00% | +5,818 | New |
| Nuveen, LLC | 5,999 | $226.9K | 0.00% | +5,999 | New |
| Howe & Rusling Inc | 6,500 | $245.9K | 0.02% | +6,500 | New |
| Two Sigma Advisers, LP | 7,800 | $295.1K | 0.00% | +7,800 | New |
| Bank of America Corp | 8,064 | $305.1K | 0.00% | +1,183+17.2% | Added |
| Wealthspire Advisors, LLC | 9,741 | $368.5K | 0.00% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 10,225 | $387.0K | 0.02% | −375−3.5% | Reduced |
| Dimensional Fund Advisors LP | 10,291 | $389.4K | 0.00% | +10,291 | New |
| Wells Fargo & Company | 10,313 | $390.1K | 0.00% | +234+2.3% | Added |
| Commonwealth Equity Services, LLC | 11,016 | $417.0K | 0.00% | +1,924+21.2% | Added |
| Bank of New York Mellon Corp | 11,338 | $428.9K | 0.00% | +991+9.6% | Added |
| Millennium Management LLC | 13,581 | $513.8K | 0.00% | +288+2.2% | Added |
| Charles Schwab Investment Management Inc | 13,928 | $526.9K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 14,619 | $553.0K | 0.00% | +14,619 | New |
| United Capital Financial Advisers, LLC | 16,192 | $612.5K | 0.00% | +16,192 | New |
| Citadel Advisors LLC | 16,851 | $637.5K | 0.00% | −22,604−57.3% | Reduced |
| Barclays PLC | 17,978 | $680.1K | 0.00% | +3,686+25.8% | Added |
| Two Sigma Investments, LP | 25,478 | $963.8K | 0.00% | +9,798+62.5% | Added |
| Morgan Stanley | 29,267 | $1.11M | 0.00% | −556−1.9% | Reduced |
| Northern Trust Corp | 33,967 | $1.28M | 0.00% | −206−0.6% | Reduced |
| RSM US Wealth Management LLC | 60,400 | $2.28M | 0.03% | 00.0% | Unchanged |
| Banc Funds Co LLC | 65,000 | $2.46M | 0.43% | 00.0% | Unchanged |
| State Street Corp | 86,007 | $3.25M | 0.00% | +39,274+84.0% | Added |
| Geode Capital Management, LLC | 107,766 | $4.08M | 0.00% | +1,195+1.1% | Added |
| EJF Capital LLC | 117,666 | $4.45M | 2.59% | −9,869−7.7% | Reduced |
| Graham Capital Wealth Management, LLC | 129,918 | $4.91M | 5.01% | +6,580+5.3% | Added |
| Alliancebernstein L.P. | 148,463 | $5.62M | 0.00% | −58,773−28.4% | Reduced |
| Maltese Capital Management LLC | 190,000 | $7.19M | 1.09% | −27,500−12.6% | Reduced |
| BlackRock, Inc. | 270,999 | $10.3M | 0.00% | +10,831+4.2% | Added |
| Fourthstone LLC | 276,786 | $10.5M | 1.88% | −4,476−1.6% | Reduced |
| Vanguard Group Inc | 306,800 | $11.6M | 0.00% | +157,331+105.3% | Added |
| Wellington Management Group LLP | 329,395 | $12.5M | 0.00% | −6,273−1.9% | Reduced |
| Mendon Capital Advisors Corp | 0 | $0 | 0.00% | −54,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −9,983−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −8,061−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,343−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |