Eagle Financial ServicesEFSI
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 74 institutions reported holding Eagle Financial Services Inc. (EFSI) in their 13F filings, up 5 from Q4 2025. 7 opened new positions and 3 sold out. The largest holders were Fourthstone LLC ($18.6M), BlackRock, Inc. ($9.8M) and Wellington Management Group LLP ($9.8M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.2M |
| Exits | 3 | $257K |
All 13F filers, Q4 2025 → Q1 2026: 143,329 shares bought and 200,267 shares sold, net −56,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Fourthstone LLC | 3.16% | Add +17.3% | 532,199 | $18.6M |
| BlackRock, Inc. | 0.00% | Reduce -0.9% | 280,532 | $9.8M |
| Wellington Management Group LLP | 0.00% | Reduce -12.2% | 280,400 | $9.8M |
| Vanguard Capital Management LLC | 0.00% | — | 243,742 | $8.5M |
| Graham Capital Wealth Management, LLC | 4.26% | Add +6.8% | 137,035 | $4.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -15.9% | 103,716 | $4.1M |
| Maltese Capital Management LLC | 0.75% | Reduce -17.0% | 107,145 | $3.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.5% | 103,209 | $3.6M |
| State Street Corp. | 0.00% | Reduce -0.5% | 84,607 | $3.0M |
| Banc Funds Co. LLC | 0.42% | No change | 65,000 | $2.3M |
| Choreo, LLC | 0.03% | No change | 60,400 | $2.1M |
| Northern Trust Corp. | 0.00% | Add +5.3% | 33,838 | $1.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 30,202 | $1.1M |
| Morgan Stanley | 0.00% | Reduce -12.1% | 28,081 | $982K |
| Vanguard Portfolio Management LLC | 0.00% | — | 26,570 | $929K |
| Dimensional Fund Advisors LP | 0.00% | Add +53.2% | 24,095 | $843K |
| EJF Capital LP | 0.59% | Reduce -45.4% | 23,910 | $836K |
| Goldman Sachs Group Inc. | 0.00% | New | 19,734 | $690K |
| Two Sigma Investments, LP | 0.00% | Reduce -11.2% | 16,413 | $574K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 16,192 | $566K |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.3% | 14,823 | $519K |
| Wealthspire Advisors, LLC | 0.00% | Add +32.1% | 12,873 | $450K |
| Barclays PLC | 0.00% | Reduce -32.4% | 12,647 | $442K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -9.9% | 12,547 | $439K |
| Expressive Wealth LLC | 0.41% | Reduce -3.0% | 11,439 | $429K |
| Trexquant Investment LP | 0.00% | Reduce -3.9% | 11,231 | $393K |
| AQR Capital Management | 0.00% | Reduce -27.0% | 11,107 | $389K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 11,016 | $385K |
| Bank of America Corp. | 0.00% | Add +11.7% | 10,374 | $363K |
| UBS Group AG | 0.00% | Reduce -87.1% | 9,399 | $329K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -5.1% | 9,375 | $328K |
| Millennium Management | 0.00% | Add +26.1% | 7,883 | $276K |
| Marshall Wace, LLP | 0.00% | New | 7,742 | $271K |
| Citadel Advisors | 0.00% | Add +46.6% | 7,418 | $259K |
| Wells Fargo & Company | 0.00% | Reduce -31.7% | 7,359 | $257K |
| Mariner, LLC | 0.00% | New | 7,356 | $257K |
| Howe & Rusling Inc. | 0.01% | No change | 6,500 | $227K |
| Deutsche Bank AG | 0.00% | Add +73.5% | 4,085 | $143K |
| Rhumbline Advisers | 0.00% | Reduce -1.6% | 3,309 | $116K |
| MetLife Investment Management, LLC | 0.00% | No change | 3,083 | $108K |
| Vanguard Global Advisers, LLC | 0.00% | — | 2,941 | $103K |
| Evermay Wealth Management LLC | 0.01% | No change | 2,609 | $91K |
| New York State Common Retirement Fund | 0.00% | No change | 2,400 | $84K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +6.3% | 2,235 | $78K |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.2% | 1,908 | $66K |
| Daytona Street Capital LLC | 0.04% | No change | 1,500 | $54K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +360.6% | 1,285 | $45K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,040 | $36K |
| BNP Paribas Financial Markets | 0.00% | No change | 861 | $30K |
| Cwm, LLC | 0.00% | Reduce -27.6% | 809 | $28K |
| Russell Investments Group, Ltd. | 0.00% | Add +7.9% | 796 | $28K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 469 | $16K |
| Legal & General Group Plc | 0.00% | No change | 415 | $15K |
| Royal Bank of Canada | 0.00% | Reduce -23.7% | 334 | $12K |
| California State Teachers Retirement System | 0.00% | Reduce -11.7% | 248 | $9K |
| Citigroup Inc. | 0.00% | Add +105.8% | 214 | $7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +57.8% | 172 | $6K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.3% | 146 | $5K |
| FMR LLC | 0.00% | Reduce -59.8% | 109 | $4K |
| Essential Partners LLC | 0.00% | Reduce -37.4% | 77 | $3K |
| Kilter Group LLC | 0.00% | New | 34 | $1K |
| Allworth Financial LP | 0.00% | Add +5.0% | 21 | $735 |
| IFP Advisors, Inc | 0.00% | Reduce -17.4% | 19 | $665 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -26.9% | 19 | $665 |
| Cornerstone Planning Group LLC | 0.00% | New | 13 | $468 |
| PNC Financial Services Group, Inc. | 0.00% | Add +160.0% | 13 | $455 |
| Farther Finance Advisors, LLC | 0.00% | No change | 6 | $211 |
| GAMMA Investing LLC | 0.00% | New | 6 | $210 |
| True Wealth Design, LLC | 0.00% | No change | 5 | $175 |
| Rothschild Investment LLC | 0.00% | Reduce -20.0% | 4 | $140 |
| MAI Capital Management | 0.00% | No change | 2 | $70 |
| SJS Investment Consulting Inc. | 0.00% | No change | 2 | $70 |
| Root Financial Partners, LLC | 0.00% | New | 2 | $70 |
| Sunbelt Securities, Inc. | 0.00% | No change | 1 | $35 |
"% of holder's portfolio" is EFSI's weight in each manager's 13F, not the share of Eagle Financial Services Inc. the manager owns.