Eagle Financial ServicesEFSI
13F holders, Q4 2025 (December 31)69holders +4
5new positions
3sold out
3famous investors
$39.79avg. 13F price*
At the end of Q4 2025, 69 institutions reported holding Eagle Financial Services Inc. (EFSI) in their 13F filings, up 4 from Q3 2025. 5 opened new positions and 3 sold out. The largest holders were Fourthstone LLC ($18.1M), Wellington Management Group LLP ($12.7M) and Vanguard Group Inc. ($12.0M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Eagle Financial Services Inc.
- CUSIP
- 26951R104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5K |
| Exits | 3 | $217K |
All 13F filers, Q3 2025 → Q4 2025: 282,360 shares bought and 220,025 shares sold, net +62,335 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Fourthstone LLC | 3.38% | Add +64.0% | 453,918 | $18.1M |
| Wellington Management Group LLP | 0.00% | Reduce -3.1% | 319,272 | $12.7M |
| Vanguard Group Inc. | 0.00% | Reduce -1.6% | 302,047 | $12.0M |
| BlackRock, Inc. | 0.00% | Add +4.4% | 282,972 | $11.3M |
| Maltese Capital Management LLC | 0.93% | Reduce -32.0% | 129,149 | $5.1M |
| Graham Capital Wealth Management, LLC | 4.72% | Reduce -1.3% | 128,280 | $5.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -16.9% | 123,300 | $4.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.8% | 105,881 | $4.2M |
| State Street Corp. | 0.00% | Reduce -1.2% | 85,007 | $3.4M |
| UBS Group AG | 0.00% | Add +2935.5% | 73,094 | $2.9M |
| Banc Funds Co. LLC | 0.51% | No change | 65,000 | $2.6M |
| Choreo, LLC | 0.03% | No change | 60,400 | $2.4M |
| EJF Capital LP | 0.99% | Reduce -62.8% | 43,758 | $1.7M |
| Northern Trust Corp. | 0.00% | Reduce -5.4% | 32,120 | $1.3M |
| Morgan Stanley | 0.00% | Add +9.2% | 31,955 | $1.3M |
| Barclays PLC | 0.00% | Add +4.0% | 18,697 | $744K |
| Two Sigma Investments, LP | 0.00% | Reduce -27.4% | 18,492 | $736K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 16,192 | $644K |
| Dimensional Fund Advisors LP | 0.00% | Add +52.8% | 15,724 | $626K |
| Bank of New York Mellon Corp | 0.00% | Add +38.0% | 15,645 | $623K |
| AQR Capital Management | 0.00% | Add +4.1% | 15,220 | $606K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 13,928 | $554K |
| Expressive Wealth LLC | 0.51% | — | 11,799 | $470K |
| Trexquant Investment LP | 0.00% | Add +100.8% | 11,684 | $465K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 11,016 | $438K |
| Wells Fargo & Company | 0.00% | Add +4.4% | 10,771 | $429K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -3.4% | 9,875 | $393K |
| Wealthspire Advisors, LLC | 0.00% | No change | 9,741 | $388K |
| Bank of America Corp. | 0.00% | Add +15.2% | 9,288 | $370K |
| Howe & Rusling Inc. | 0.02% | No change | 6,500 | $259K |
| Millennium Management | 0.00% | Reduce -54.0% | 6,250 | $249K |
| Nuveen, LLC | 0.00% | No change | 5,999 | $239K |
| Two Sigma Advisers, LP | 0.00% | Reduce -33.3% | 5,200 | $207K |
| Citadel Advisors | 0.00% | Reduce -70.0% | 5,061 | $201K |
| Rhumbline Advisers | 0.00% | Reduce -18.2% | 3,362 | $134K |
| MetLife Investment Management, LLC | 0.00% | No change | 3,083 | $123K |
| Evermay Wealth Management LLC | 0.01% | No change | 2,609 | $104K |
| New York State Common Retirement Fund | 0.00% | No change | 2,400 | $96K |
| Deutsche Bank AG | 0.00% | Reduce -3.4% | 2,355 | $94K |
| JPMorgan Chase & Co. | 0.00% | Add +25.0% | 2,333 | $93K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -5.4% | 2,102 | $84K |
| Daytona Street Capital LLC | 0.05% | — | 1,500 | $60K |
| Cwm, LLC | 0.00% | Reduce -5.1% | 1,117 | $44K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,040 | $41K |
| BNP Paribas Financial Markets | 0.00% | Reduce -27.5% | 861 | $34K |
| Russell Investments Group, Ltd. | 0.00% | Add +7.1% | 738 | $29K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 469 | $19K |
| Royal Bank of Canada | 0.00% | Add +397.7% | 438 | $17K |
| Legal & General Group Plc | 0.00% | No change | 415 | $17K |
| Acadian Asset Management LLC | 0.00% | Reduce -88.9% | 315 | $12K |
| California State Teachers Retirement System | 0.00% | Reduce -2.4% | 281 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -22.5% | 279 | $11K |
| FMR LLC | 0.00% | Add +464.6% | 271 | $11K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.2% | 253 | $10K |
| Amalgamated Bank | 0.00% | Reduce -8.3% | 144 | $6K |
| Essential Partners LLC | 0.00% | Reduce -14.6% | 123 | $5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 109 | $4K |
| Citigroup Inc. | 0.00% | Add +73.3% | 104 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -18.8% | 26 | $1K |
| IFP Advisors, Inc | 0.00% | Add +130.0% | 23 | $915 |
| Allworth Financial LP | 0.00% | Add +11.1% | 20 | $796 |
| Farther Finance Advisors, LLC | 0.00% | New | 6 | $239 |
| True Wealth Design, LLC | 0.00% | Reduce -16.7% | 5 | $199 |
| Rothschild Investment LLC | 0.00% | Add +400.0% | 5 | $199 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -64.3% | 5 | $199 |
| MAI Capital Management | 0.00% | New | 2 | $80 |
| Global Retirement Partners, LLC | 0.00% | New | 2 | $80 |
| SJS Investment Consulting Inc. | 0.00% | New | 2 | $80 |
| Sunbelt Securities, Inc. | 0.00% | No change | 1 | $40 |
"% of holder's portfolio" is EFSI's weight in each manager's 13F, not the share of Eagle Financial Services Inc. the manager owns.