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, Q2 2026
Institutional positions in Eagle Financial Services Inc as of Jun 30, 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
- 80
- +8 vs. Q1 2026
- Shares held
- 2.45M
- +30.6K (+1.3%) vs. Q1 2026
- Total value
- $100.9M
- +$15.8M (+18.6%) vs. Q1 2026
- New holders
- 14
- 32 more added
- Sold out
- 6
- 20 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Eagle Financial Services Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | +2 | New |
| Fortitude Family Office, LLC | 1 | $41 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $83 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $83 | 0.00% | +2 | New |
| True Wealth Design, LLC | 8 | $332 | 0.00% | +3+60.0% | Added |
| Rothschild Investment LLC | 11 | $456 | 0.00% | +7+175.0% | Added |
| Farther Finance Advisors, LLC | 12 | $495 | 0.00% | +6+100.0% | Added |
| GAMMA Investing LLC | 12 | $498 | 0.00% | +6+100.0% | Added |
| Cornerstone Planning Group LLC | 13 | $537 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $953 | 0.00% | +4+21.1% | Added |
| Essential Partners LLC | 31 | $1.28K | 0.00% | −46−59.7% | Reduced |
| IFP Advisors, Inc | 39 | $1.62K | 0.00% | +20+105.3% | Added |
| Allworth Financial LP | 46 | $1.91K | 0.00% | +25+119.0% | Added |
| The PNC Financial Services Group, Inc. | 47 | $1.95K | 0.00% | +34+261.5% | Added |
| California State Teachers Retirement System | 65 | $2.69K | 0.00% | −183−73.8% | Reduced |
| Sterling Capital Management LLC | 96 | $3.98K | 0.00% | −50−34.2% | Reduced |
| FMR LLC | 109 | $4.52K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 172 | $7.13K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 248 | $10.3K | 0.00% | +248 | New |
| Legal & General Group Plc | 415 | $17.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 469 | $19.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 468 | $20.0K | 0.00% | +134+40.1% | Added |
| BNP Paribas Arbitrage, SA | 487 | $20.2K | 0.00% | −374−43.4% | Reduced |
| Tower Research Capital LLC (TRC) | 739 | $30.6K | 0.00% | −546−42.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,040 | $43.1K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,124 | $87.2K | 0.00% | +216+11.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,195 | $91.0K | 0.00% | −40−1.8% | Reduced |
| Citigroup Inc | 2,202 | $91.3K | 0.00% | +1,988+929.0% | Added |
| Vanguard Global Advisers, LLC | 2,241 | $92.9K | 0.00% | −700−23.8% | Reduced |
| New York State Common Retirement Fund | 2,400 | $99.5K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,609 | $108.2K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 3,083 | $127.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 3,453 | $143.2K | 0.00% | +144+4.4% | Added |
| Russell Investments Group, Ltd. | 3,901 | $161.5K | 0.00% | +3,105+390.1% | Added |
| Deutsche Bank AG | 4,694 | $194.6K | 0.00% | +609+14.9% | Added |
| SEI Investments Co | 5,302 | $219.8K | 0.00% | +5,302 | New |
| Occudo Quantitative Strategies LP | 5,501 | $228.1K | 0.01% | +5,501 | New |
| Bridgeway Capital Management, LLC | 6,255 | $259.3K | 0.00% | +6,255 | New |
| Howe & Rusling Inc | 6,500 | $269.5K | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 8,908 | $369.3K | 0.00% | +8,908 | New |
| Reynders McVeigh Capital Management, LLC | 9,375 | $389.0K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 9,461 | $392.3K | 0.00% | −913−8.8% | Reduced |
| Wells Fargo & Company | 9,619 | $398.8K | 0.00% | +2,260+30.7% | Added |
| XTX Topco Ltd | 9,711 | $402.6K | 0.01% | +9,711 | New |
| American Century Companies Inc | 9,859 | $408.8K | 0.00% | +9,859 | New |
| Commonwealth Equity Services, LLC | 9,879 | $409.6K | 0.00% | −1,137−10.3% | Reduced |
| Expressive Wealth LLC | 10,471 | $434.1K | 0.41% | −968−8.5% | Reduced |
| Nuveen, LLC | 11,345 | $470.4K | 0.00% | +11,345 | New |
| Barclays PLC | 12,251 | $507.9K | 0.00% | −396−3.1% | Reduced |
| Wealthspire Advisors, LLC | 12,977 | $538.0K | 0.00% | +104+0.8% | Added |
| Charles Schwab Investment Management Inc | 13,488 | $559.2K | 0.00% | +941+7.5% | Added |
| Acadian Asset Management LLC | 14,282 | $589.0K | 0.00% | +14,282 | New |
| Bank of New York Mellon Corp | 15,692 | $650.6K | 0.00% | +869+5.9% | Added |
| United Capital Financial Advisers, LLC | 16,192 | $671.3K | 0.00% | 00.0% | Unchanged |
| EJF Capital LLC | 16,399 | $679.9K | 0.45% | −7,511−31.4% | Reduced |
| AQR Capital Management LLC | 20,001 | $829.3K | 0.00% | +8,894+80.1% | Added |
| HRT Financial LP | 20,838 | $863.0K | 0.00% | +20,838 | New |
| Goldman Sachs Group Inc | 21,528 | $892.6K | 0.00% | +1,794+9.1% | Added |
| Trexquant Investment LP | 23,627 | $979.6K | 0.01% | +12,396+110.4% | Added |
| Morgan Stanley | 27,997 | $1.16M | 0.00% | −84−0.3% | Reduced |
| UBS Group AG | 28,853 | $1.20M | 0.00% | +19,454+207.0% | Added |
| Susquehanna International Group, LLP | 28,909 | $1.20M | 0.00% | +28,909 | New |
| Vanguard Fiduciary Trust Co | 30,455 | $1.26M | 0.00% | +253+0.8% | Added |
| Vanguard Portfolio Management LLC | 31,927 | $1.32M | 0.00% | +5,357+20.2% | Added |
| Citadel Advisors LLC | 33,602 | $1.39M | 0.00% | +26,184+353.0% | Added |
| Northern Trust Corp | 37,063 | $1.54M | 0.00% | +3,225+9.5% | Added |
| Dimensional Fund Advisors LP | 38,580 | $1.60M | 0.00% | +14,485+60.1% | Added |
| Marshall Wace, LLP | 51,423 | $2.13M | 0.00% | +43,681+564.2% | Added |
| Banc Funds Co LLC | 56,500 | $2.34M | 0.39% | −8,500−13.1% | Reduced |
| RSM US Wealth Management LLC | 60,400 | $2.50M | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 62,357 | $2.59M | 0.00% | +45,944+279.9% | Added |
| Maltese Capital Management LLC | 65,700 | $2.72M | 0.50% | −41,445−38.7% | Reduced |
| Alliancebernstein L.P. | 93,516 | $3.27M | 0.00% | −10,200−9.8% | Reduced |
| State Street Corp | 90,307 | $3.74M | 0.00% | +5,700+6.7% | Added |
| Geode Capital Management, LLC | 118,250 | $4.90M | 0.00% | +15,041+14.6% | Added |
| Graham Capital Wealth Management, LLC | 135,623 | $5.62M | 4.35% | −1,412−1.0% | Reduced |
| Vanguard Capital Management LLC | 212,734 | $8.82M | 0.00% | −31,008−12.7% | Reduced |
| Wellington Management Group LLP | 279,083 | $11.6M | 0.00% | −1,317−0.5% | Reduced |
| Fourthstone LLC | 287,575 | $11.9M | 8.49% | −244,624−46.0% | Reduced |
| BlackRock, Inc. | 345,268 | $14.3M | 0.00% | +64,736+23.1% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −7,883−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −7,356−100.0% | Sold out |
| Daytona Street Capital LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |