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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1 | $35 | 0.00% | 00.0% | Unchanged |
| 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 |
| Rothschild Investment LLC | 4 | $140 | 0.00% | −1−20.0% | Reduced |
| True Wealth Design, LLC | 5 | $175 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6 | $210 | 0.00% | +6 | New |
| Farther Finance Advisors, LLC | 6 | $211 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13 | $455 | 0.00% | +8+160.0% | Added |
| Cornerstone Planning Group LLC | 13 | $468 | 0.00% | +13 | New |
| EverSource Wealth Advisors, LLC | 19 | $665 | 0.00% | −7−26.9% | Reduced |
| IFP Advisors, Inc | 19 | $665 | 0.00% | −4−17.4% | Reduced |
| Allworth Financial LP | 21 | $735 | 0.00% | +1+5.0% | Added |
| Kilter Group LLC | 34 | $1.19K | 0.00% | +34 | New |
| Essential Partners LLC | 77 | $2.69K | 0.00% | −46−37.4% | Reduced |
| FMR LLC | 109 | $3.81K | 0.00% | −162−59.8% | Reduced |
| Sterling Capital Management LLC | 146 | $5.11K | 0.00% | −107−42.3% | Reduced |
| UBS Asset Management Americas Inc | 172 | $6.02K | 0.00% | +63+57.8% | Added |
| Citigroup Inc | 214 | $7.49K | 0.00% | +110+105.8% | Added |
| California State Teachers Retirement System | 248 | $8.68K | 0.00% | −33−11.7% | Reduced |
| Royal Bank of Canada | 334 | $12.0K | 0.00% | −104−23.7% | Reduced |
| Legal & General Group Plc | 415 | $14.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 469 | $16.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 796 | $27.8K | 0.00% | +58+7.9% | Added |
| CWM, LLC | 809 | $28.3K | 0.00% | −308−27.6% | Reduced |
| BNP Paribas Arbitrage, SA | 861 | $30.1K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,040 | $36.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,285 | $44.9K | 0.00% | +1,006+360.6% | Added |
| Daytona Street Capital LLC | 1,500 | $53.7K | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,908 | $65.6K | 0.00% | −425−18.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,235 | $78.2K | 0.00% | +133+6.3% | Added |
| New York State Common Retirement Fund | 2,400 | $84.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,609 | $91.3K | 0.01% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 2,941 | $102.9K | 0.00% | +2,941 | New |
| MetLife Investment Management | 3,083 | $107.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 3,309 | $115.7K | 0.00% | −53−1.6% | Reduced |
| Deutsche Bank AG | 4,085 | $142.9K | 0.00% | +1,730+73.5% | Added |
| Howe & Rusling Inc | 6,500 | $227.4K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 7,356 | $257.3K | 0.00% | +7,356 | New |
| Wells Fargo & Company | 7,359 | $257.4K | 0.00% | −3,412−31.7% | Reduced |
| Citadel Advisors LLC | 7,418 | $259.5K | 0.00% | +2,357+46.6% | Added |
| Marshall Wace, LLP | 7,742 | $270.8K | 0.00% | +7,742 | New |
| Millennium Management LLC | 7,883 | $275.7K | 0.00% | +1,633+26.1% | Added |
| Reynders McVeigh Capital Management, LLC | 9,375 | $328.0K | 0.02% | −500−5.1% | Reduced |
| UBS Group AG | 9,399 | $328.8K | 0.00% | −63,695−87.1% | Reduced |
| Bank of America Corp | 10,374 | $362.9K | 0.00% | +1,086+11.7% | Added |
| Commonwealth Equity Services, LLC | 11,016 | $385.3K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 11,107 | $388.5K | 0.00% | −4,113−27.0% | Reduced |
| Trexquant Investment LP | 11,231 | $392.9K | 0.00% | −453−3.9% | Reduced |
| Expressive Wealth LLC | 11,439 | $428.7K | 0.41% | −360−3.1% | Reduced |
| Charles Schwab Investment Management Inc | 12,547 | $438.9K | 0.00% | −1,381−9.9% | Reduced |
| Barclays PLC | 12,647 | $442.4K | 0.00% | −6,050−32.4% | Reduced |
| Wealthspire Advisors, LLC | 12,873 | $450.3K | 0.00% | +3,132+32.2% | Added |
| Bank of New York Mellon Corp | 14,823 | $518.5K | 0.00% | −822−5.3% | Reduced |
| United Capital Financial Advisers, LLC | 16,192 | $566.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 16,413 | $574.1K | 0.00% | −2,079−11.2% | Reduced |
| Goldman Sachs Group Inc | 19,734 | $690.3K | 0.00% | +19,734 | New |
| EJF Capital LLC | 23,910 | $836.4K | 0.59% | −19,848−45.4% | Reduced |
| Dimensional Fund Advisors LP | 24,095 | $842.6K | 0.00% | +8,371+53.2% | Added |
| Vanguard Portfolio Management LLC | 26,570 | $929.4K | 0.00% | +26,570 | New |
| Morgan Stanley | 28,081 | $982.3K | 0.00% | −3,874−12.1% | Reduced |
| Vanguard Fiduciary Trust Co | 30,202 | $1.06M | 0.00% | +30,202 | New |
| Northern Trust Corp | 33,838 | $1.18M | 0.00% | +1,718+5.3% | Added |
| RSM US Wealth Management LLC | 60,400 | $2.11M | 0.03% | 00.0% | Unchanged |
| Banc Funds Co LLC | 65,000 | $2.27M | 0.42% | 00.0% | Unchanged |
| State Street Corp | 84,607 | $2.96M | 0.00% | −400−0.5% | Reduced |
| Geode Capital Management, LLC | 103,209 | $3.61M | 0.00% | −2,672−2.5% | Reduced |
| Maltese Capital Management LLC | 107,145 | $3.75M | 0.74% | −22,004−17.0% | Reduced |
| Alliancebernstein L.P. | 103,716 | $4.13M | 0.00% | −19,584−15.9% | Reduced |
| Graham Capital Wealth Management, LLC | 137,035 | $4.79M | 4.26% | +8,755+6.8% | Added |
| Vanguard Capital Management LLC | 243,742 | $8.53M | 0.00% | +243,742 | New |
| Wellington Management Group LLP | 280,400 | $9.81M | 0.00% | −38,872−12.2% | Reduced |
| BlackRock, Inc. | 280,532 | $9.81M | 0.00% | −2,440−0.9% | Reduced |
| Fourthstone LLC | 532,199 | $18.6M | 3.16% | +78,281+17.2% | Added |
| 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 |