Eagle Financial ServicesEFSI

13F holders, Q1 2026 (March 31)
74holders +5
7new positions
3sold out
3famous investors
$35.20avg. 13F price*

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

020406080 Q1 2025: 30Q1 2025Q2 2025: 48Q2 2025Q3 2025: 65Q3 2025Q4 2025: 69Q4 2025Q1 2026: 74Q1 2026Q2 2026: 80Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions7$1.2M
Exits3$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.