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