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, Q1 2026
Institutional positions in Eagle Financial Services Inc as of Mar 31, 2026. 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
- 74
- +7 vs. Q4 2025
- Shares held
- 2.42M
- +241.3K (+11.1%) vs. Q4 2025
- Total value
- $85.2M
- −$1.51M (−1.7%) vs. Q4 2025
- New holders
- 11
- 16 more added
- Sold out
- 4
- 29 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Eagle Financial Services Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 532,199 | $18.6M | 3.16% | +78,281+17.2% | Added |
| BlackRock, Inc. | 280,532 | $9.81M | 0.00% | −2,440−0.9% | Reduced |
| Wellington Management Group LLP | 280,400 | $9.81M | 0.00% | −38,872−12.2% | Reduced |
| Vanguard Capital Management LLC | 243,742 | $8.53M | 0.00% | +243,742 | New |
| Graham Capital Wealth Management, LLC | 137,035 | $4.79M | 4.26% | +8,755+6.8% | Added |
| Alliancebernstein L.P. | 103,716 | $4.13M | 0.00% | −19,584−15.9% | Reduced |
| Maltese Capital Management LLC | 107,145 | $3.75M | 0.74% | −22,004−17.0% | Reduced |
| Geode Capital Management, LLC | 103,209 | $3.61M | 0.00% | −2,672−2.5% | Reduced |
| State Street Corp | 84,607 | $2.96M | 0.00% | −400−0.5% | Reduced |
| Banc Funds Co LLC | 65,000 | $2.27M | 0.42% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 60,400 | $2.11M | 0.03% | 00.0% | Unchanged |
| Northern Trust Corp | 33,838 | $1.18M | 0.00% | +1,718+5.3% | Added |
| Vanguard Fiduciary Trust Co | 30,202 | $1.06M | 0.00% | +30,202 | New |
| Morgan Stanley | 28,081 | $982.3K | 0.00% | −3,874−12.1% | Reduced |
| Vanguard Portfolio Management LLC | 26,570 | $929.4K | 0.00% | +26,570 | New |
| Dimensional Fund Advisors LP | 24,095 | $842.6K | 0.00% | +8,371+53.2% | Added |
| EJF Capital LLC | 23,910 | $836.4K | 0.59% | −19,848−45.4% | Reduced |
| Goldman Sachs Group Inc | 19,734 | $690.3K | 0.00% | +19,734 | New |
| Two Sigma Investments, LP | 16,413 | $574.1K | 0.00% | −2,079−11.2% | Reduced |
| United Capital Financial Advisers, LLC | 16,192 | $566.4K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 14,823 | $518.5K | 0.00% | −822−5.3% | Reduced |
| Wealthspire Advisors, LLC | 12,873 | $450.3K | 0.00% | +3,132+32.2% | Added |
| Barclays PLC | 12,647 | $442.4K | 0.00% | −6,050−32.4% | Reduced |
| Charles Schwab Investment Management Inc | 12,547 | $438.9K | 0.00% | −1,381−9.9% | Reduced |
| Expressive Wealth LLC | 11,439 | $428.7K | 0.41% | −360−3.1% | Reduced |
| Trexquant Investment LP | 11,231 | $392.9K | 0.00% | −453−3.9% | Reduced |
| AQR Capital Management LLC | 11,107 | $388.5K | 0.00% | −4,113−27.0% | Reduced |
| Commonwealth Equity Services, LLC | 11,016 | $385.3K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 10,374 | $362.9K | 0.00% | +1,086+11.7% | Added |
| UBS Group AG | 9,399 | $328.8K | 0.00% | −63,695−87.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 9,375 | $328.0K | 0.02% | −500−5.1% | Reduced |
| Millennium Management LLC | 7,883 | $275.7K | 0.00% | +1,633+26.1% | Added |
| Marshall Wace, LLP | 7,742 | $270.8K | 0.00% | +7,742 | New |
| Citadel Advisors LLC | 7,418 | $259.5K | 0.00% | +2,357+46.6% | Added |
| Wells Fargo & Company | 7,359 | $257.4K | 0.00% | −3,412−31.7% | Reduced |
| Mariner, LLC | 7,356 | $257.3K | 0.00% | +7,356 | New |
| Howe & Rusling Inc | 6,500 | $227.4K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,085 | $142.9K | 0.00% | +1,730+73.5% | Added |
| Rhumbline Advisers | 3,309 | $115.7K | 0.00% | −53−1.6% | Reduced |
| MetLife Investment Management | 3,083 | $107.8K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 2,941 | $102.9K | 0.00% | +2,941 | New |
| Evermay Wealth Management LLC | 2,609 | $91.3K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,400 | $84.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 2,235 | $78.2K | 0.00% | +133+6.3% | Added |
| JPMorgan Chase & Co | 1,908 | $65.6K | 0.00% | −425−18.2% | Reduced |
| Daytona Street Capital LLC | 1,500 | $53.7K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,285 | $44.9K | 0.00% | +1,006+360.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,040 | $36.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 861 | $30.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 809 | $28.3K | 0.00% | −308−27.6% | Reduced |
| Russell Investments Group, Ltd. | 796 | $27.8K | 0.00% | +58+7.9% | Added |
| Ameritas Investment Partners, Inc. | 469 | $16.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 415 | $14.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 334 | $12.0K | 0.00% | −104−23.7% | Reduced |
| California State Teachers Retirement System | 248 | $8.68K | 0.00% | −33−11.7% | Reduced |
| Citigroup Inc | 214 | $7.49K | 0.00% | +110+105.8% | Added |
| UBS Asset Management Americas Inc | 172 | $6.02K | 0.00% | +63+57.8% | Added |
| Sterling Capital Management LLC | 146 | $5.11K | 0.00% | −107−42.3% | Reduced |
| FMR LLC | 109 | $3.81K | 0.00% | −162−59.8% | Reduced |
| Essential Partners LLC | 77 | $2.69K | 0.00% | −46−37.4% | Reduced |
| Kilter Group LLC | 34 | $1.19K | 0.00% | +34 | New |
| Allworth Financial LP | 21 | $735 | 0.00% | +1+5.0% | Added |
| EverSource Wealth Advisors, LLC | 19 | $665 | 0.00% | −7−26.9% | Reduced |
| IFP Advisors, Inc | 19 | $665 | 0.00% | −4−17.4% | Reduced |
| Cornerstone Planning Group LLC | 13 | $468 | 0.00% | +13 | New |
| The PNC Financial Services Group, Inc. | 13 | $455 | 0.00% | +8+160.0% | Added |
| Farther Finance Advisors, LLC | 6 | $211 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6 | $210 | 0.00% | +6 | New |
| True Wealth Design, LLC | 5 | $175 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4 | $140 | 0.00% | −1−20.0% | Reduced |
| MAI Capital Management | 2 | $70 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $70 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2 | $70 | 0.00% | +2 | New |
| Sunbelt Securities, Inc. | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 0 | $0 | 0.00% | −5,999−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |