Who owns Eagle Financial Services, Inc. (EFSI)
Which tracked institutional funds hold EFSI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EFSI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
5 tracked funds added or opened EFSI while 14 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EFSI’s largest tracked holder by dollar value, Fourthstone LLC, sizes it at 3.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EFSI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 75 tracked filers holding EFSI, 29 increased or opened the position and 34 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EFSI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- VANGUARD CAPITAL MANAGEMENT LLC$9M
- VANGUARD FIDUCIARY TRUST CO$1M
- VANGUARD PORTFOLIO MANAGEMENT LLC$929K
- GOLDMAN SACHS GROUP INC$690K
Full exits 1
- VANGUARD GROUP INC$12M
Largest adds
- Fourthstone LLC$553K
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$3M
- UBS Group AG$3M
- BlackRock, Inc.$1M
- MALTESE CAPITAL MANAGEMENT LLC$1M
- EJF Capital LP$905K
- ALLIANCEBERNSTEIN L.P.$779K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Fourthstone LLC added | 532,199 | $19M | 16.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 280,532 | $10M | 8.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 280,400 | $10M | 8.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 243,742 | $9M | 7.7% | 2026-Q1 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC added | 137,035 | $5M | 4.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 103,716 | $4M | 3.7% | 2026-Q1 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 107,145 | $4M | 3.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 103,209 | $4M | 3.2% | 2026-Q1 |
| STATE STREET CORP trimmed | 84,607 | $3M | 2.7% | 2026-Q1 |
| BANC FUNDS CO LLC | 65,000 | $2M | 2.0% | 2026-Q1 |
| CHOREO, LLC | 60,400 | $2M | 1.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 33,838 | $1M | 1.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 30,202 | $1M | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 28,081 | $982K | 0.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 26,570 | $929K | 0.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 24,095 | $843K | 0.8% | 2026-Q1 |
| EJF Capital LP trimmed | 23,910 | $836K | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 19,734 | $690K | 0.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 16,413 | $574K | 0.5% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16,192 | $566K | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 14,823 | $519K | 0.5% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 12,873 | $450K | 0.4% | 2026-Q1 |
| BARCLAYS PLC trimmed | 12,647 | $442K | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 12,547 | $439K | 0.4% | 2026-Q1 |
| Expressive Wealth LLC trimmed | 11,439 | $429K | 0.4% | 2026-Q1 |
| Accent Capital Management, LLC new | 11,439 | $429K | 0.4% | 2026-Q1 |
| Trexquant Investment LP trimmed | 11,231 | $393K | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC | 11,016 | $385K | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 10,824 | $379K | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 10,374 | $363K | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 9,399 | $329K | 0.3% | 2026-Q1 |
| Reynders McVeigh Capital Management, LLC trimmed | 9,375 | $328K | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 7,883 | $276K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 7,418 | $259K | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 7,359 | $257K | 0.2% | 2026-Q1 |
| Mariner, LLC new | 7,356 | $257K | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 6,887 | $241K | 0.2% | 2026-Q1 |
| HOWE & RUSLING INC | 6,500 | $227K | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 4,085 | $143K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 3,309 | $116K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC | 3,083 | $108K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 2,941 | $103K | 0.1% | 2026-Q1 |
| EVERMAY WEALTH MANAGEMENT LLC | 2,609 | $91K | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,400 | $84K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 2,235 | $78K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,908 | $66K | 0.1% | 2026-Q1 |
| Daytona Street Capital LLC | 1,500 | $54K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 1,285 | $45K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 1,040 | $36K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS | 861 | $30K | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 809 | $28K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 796 | $28K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 287 | $24K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 469 | $16K | 0.0% | 2026-Q1 |
| Legal & General Group Plc | 415 | $15K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 334 | $12K | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 248 | $9K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 214 | $7K | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 172 | $6K | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 146 | $5K | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 109 | $4K | 0.0% | 2026-Q1 |
| Essential Partners LLC trimmed | 77 | $3K | 0.0% | 2026-Q1 |
| Kilter Group LLC new | 34 | $1K | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 21 | $735 | 0.0% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 19 | $665 | 0.0% | 2026-Q1 |
| Cornerstone Planning Group LLC new | 13 | $468 | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 13 | $455 | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 6 | $211 | 0.0% | 2026-Q1 |
| GAMMA Investing LLC new | 6 | $210 | 0.0% | 2026-Q1 |
| True Wealth Design, LLC | 5 | $175 | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC trimmed | 4 | $140 | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 2 | $70 | 0.0% | 2026-Q1 |
| MAI Capital Management | 2 | $70 | 0.0% | 2026-Q1 |
| SJS Investment Consulting Inc. | 2 | $70 | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. | 1 | $35 | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 302,047 | $12M | 10.8% | 2025-Q4 stale |
| Azora Capital LP new | 99,885 | $3M | 2.9% | 2025-Q1 stale |
| JACOBS ASSET MANAGEMENT, LLC new | 78,237 | $3M | 2.3% | 2025-Q1 stale |
| MENDON CAPITAL ADVISORS CORP added | 54,000 | $2M | 1.5% | 2025-Q2 stale |
| Verition Fund Management LLC new | 49,780 | $2M | 1.5% | 2025-Q1 stale |
| PMC FIG Opportunities LLC new | 34,047 | $1M | 1.0% | 2025-Q1 stale |
| SOROS FUND MANAGEMENT LLC new | 25,000 | $820K | 0.7% | 2025-Q1 stale |
| Persistent Asset Partners Ltd new | 20,953 | $687K | 0.6% | 2025-Q1 stale |
| BOOTHBAY FUND MANAGEMENT, LLC new | 20,000 | $656K | 0.6% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,983 | $306K | 0.3% | 2025-Q2 stale |
| Nuveen, LLC | 5,999 | $239K | 0.2% | 2025-Q4 stale |
| Squarepoint Ops LLC new | 7,343 | $225K | 0.2% | 2025-Q2 stale |
| ELCO Management Co., LLC trimmed | 5,515 | $209K | 0.2% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP trimmed | 5,200 | $207K | 0.2% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 2,700 | $83K | 0.1% | 2025-Q2 stale |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 315 | $12K | 0.0% | 2025-Q4 stale |
| Arax Advisory Partners new | 231 | $9K | 0.0% | 2025-Q3 stale |
| AMALGAMATED BANK trimmed | 144 | $6K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC new | 2 | $80 | 0.0% | 2025-Q4 stale |
| Clearstead Advisors, LLC new | 2 | $76 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.