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, Q4 2025
Institutional positions in Eagle Financial Services Inc as of Dec 31, 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
- 69
- +4 vs. Q3 2025
- Shares held
- 2.48M
- +75.6K (+3.1%) vs. Q3 2025
- Total value
- $98.7M
- +$7.73M (+8.5%) vs. Q3 2025
- New holders
- 7
- 19 more added
- Sold out
- 3
- 28 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Eagle Financial Services Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 453,918 | $18.1M | 3.38% | +177,132+64.0% | Added |
| Wellington Management Group LLP | 319,272 | $12.7M | 0.00% | −10,123−3.1% | Reduced |
| Vanguard Group Inc | 302,047 | $12.0M | 0.00% | −4,753−1.5% | Reduced |
| BlackRock, Inc. | 282,972 | $11.3M | 0.00% | +11,973+4.4% | Added |
| Maltese Capital Management LLC | 129,149 | $5.14M | 0.91% | −60,851−32.0% | Reduced |
| Graham Capital Wealth Management, LLC | 128,280 | $5.10M | 4.69% | −1,638−1.3% | Reduced |
| Alliancebernstein L.P. | 123,300 | $4.91M | 0.00% | −25,163−16.9% | Reduced |
| Geode Capital Management, LLC | 105,881 | $4.21M | 0.00% | −1,885−1.7% | Reduced |
| State Street Corp | 85,007 | $3.38M | 0.00% | −1,000−1.2% | Reduced |
| UBS Group AG | 73,094 | $2.91M | 0.00% | +70,686+2,935.5% | Added |
| Banc Funds Co LLC | 65,000 | $2.59M | 0.51% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 60,400 | $2.40M | 0.03% | 00.0% | Unchanged |
| EJF Capital LLC | 43,758 | $1.74M | 0.99% | −73,908−62.8% | Reduced |
| Northern Trust Corp | 32,120 | $1.28M | 0.00% | −1,847−5.4% | Reduced |
| Morgan Stanley | 31,955 | $1.27M | 0.00% | +2,688+9.2% | Added |
| Barclays PLC | 18,697 | $744.0K | 0.00% | +719+4.0% | Added |
| Two Sigma Investments, LP | 18,492 | $735.9K | 0.00% | −6,986−27.4% | Reduced |
| United Capital Financial Advisers, LLC | 16,192 | $644.4K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 15,724 | $625.7K | 0.00% | +5,433+52.8% | Added |
| Bank of New York Mellon Corp | 15,645 | $622.6K | 0.00% | +4,307+38.0% | Added |
| AQR Capital Management LLC | 15,220 | $605.7K | 0.00% | +601+4.1% | Added |
| Charles Schwab Investment Management Inc | 13,928 | $554.3K | 0.00% | 00.0% | Unchanged |
| Expressive Wealth LLC | 11,799 | $469.5K | 0.51% | +11,799 | New |
| Trexquant Investment LP | 11,684 | $465.0K | 0.00% | +5,866+100.8% | Added |
| Commonwealth Equity Services, LLC | 11,016 | $438.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,771 | $428.6K | 0.00% | +458+4.4% | Added |
| Reynders McVeigh Capital Management, LLC | 9,875 | $393.0K | 0.02% | −350−3.4% | Reduced |
| Wealthspire Advisors, LLC | 9,741 | $387.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 9,288 | $369.6K | 0.00% | +1,224+15.2% | Added |
| Howe & Rusling Inc | 6,500 | $258.7K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 6,250 | $248.7K | 0.00% | −7,331−54.0% | Reduced |
| Nuveen, LLC | 5,999 | $238.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 5,200 | $206.9K | 0.00% | −2,600−33.3% | Reduced |
| Citadel Advisors LLC | 5,061 | $201.4K | 0.00% | −11,790−70.0% | Reduced |
| Rhumbline Advisers | 3,362 | $133.8K | 0.00% | −746−18.2% | Reduced |
| MetLife Investment Management | 3,083 | $122.7K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,609 | $103.8K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,400 | $95.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,355 | $93.7K | 0.00% | −84−3.4% | Reduced |
| JPMorgan Chase & Co | 2,333 | $92.8K | 0.00% | +467+25.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,102 | $83.6K | 0.00% | −119−5.4% | Reduced |
| Daytona Street Capital LLC | 1,500 | $59.7K | 0.05% | +1,500 | New |
| CWM, LLC | 1,117 | $44.0K | 0.00% | −60−5.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,040 | $41.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 861 | $34.3K | 0.00% | −327−27.5% | Reduced |
| Russell Investments Group, Ltd. | 738 | $29.4K | 0.00% | +49+7.1% | Added |
| Ameritas Investment Partners, Inc. | 469 | $18.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 438 | $17.0K | 0.00% | +350+397.7% | Added |
| Legal & General Group Plc | 415 | $16.5K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 315 | $12.0K | 0.00% | −2,529−88.9% | Reduced |
| California State Teachers Retirement System | 281 | $11.2K | 0.00% | −7−2.4% | Reduced |
| Tower Research Capital LLC (TRC) | 279 | $11.1K | 0.00% | −81−22.5% | Reduced |
| FMR LLC | 271 | $10.8K | 0.00% | +223+464.6% | Added |
| Sterling Capital Management LLC | 253 | $10.1K | 0.00% | −49−16.2% | Reduced |
| Amalgamated Bank | 144 | $6.00K | 0.00% | −13−8.3% | Reduced |
| Essential Partners LLC | 123 | $4.89K | 0.00% | −21−14.6% | Reduced |
| UBS Asset Management Americas Inc | 109 | $4.34K | 0.00% | +109 | New |
| Citigroup Inc | 104 | $4.14K | 0.00% | +44+73.3% | Added |
| EverSource Wealth Advisors, LLC | 26 | $1.03K | 0.00% | −6−18.8% | Reduced |
| IFP Advisors, Inc | 23 | $915 | 0.00% | +13+130.0% | Added |
| Allworth Financial LP | 20 | $796 | 0.00% | +2+11.1% | Added |
| Farther Finance Advisors, LLC | 6 | $239 | 0.00% | +6 | New |
| The PNC Financial Services Group, Inc. | 5 | $199 | 0.00% | −9−64.3% | Reduced |
| True Wealth Design, LLC | 5 | $199 | 0.00% | −1−16.7% | Reduced |
| Rothschild Investment LLC | 5 | $199 | 0.00% | +4+400.0% | Added |
| MAI Capital Management | 2 | $80 | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 2 | $80 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $80 | 0.00% | +2 | New |
| Sunbelt Securities, Inc. | 1 | $40 | 0.00% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 0 | $0 | 0.00% | −5,515−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |