Who owns Eagle Financial Services (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-Q2 13F filings (latest filed 2026-09-22). 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
The tracked-fund tape on EFSI is one-sided between 2026-Q1 and 2026-Q2: 17 added or opened and 3 trimmed or exited — on balance accumulating.
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, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 77 tracked filers holding EFSI, 43 increased or opened the position and 31 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 1
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
Largest adds
- BlackRock, Inc.$5M
- TWO SIGMA INVESTMENTS, LP$2M
- MARSHALL WACE, LLP$2M
- WELLINGTON MANAGEMENT GROUP LLP$2M
- GEODE CAPITAL MANAGEMENT, LLC$1M
- CITADEL ADVISORS LLC$1M
Largest trims
- Fourthstone LLC$7M
- MALTESE CAPITAL MANAGEMENT LLC$1M
- ALLIANCEBERNSTEIN L.P.$856K
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 345,268 | $14M | 12.5% | 2026-Q2 |
| Fourthstone LLC trimmed | 287,575 | $12M | 10.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 279,083 | $12M | 10.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 212,734 | $9M | 7.7% | 2026-Q2 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC trimmed | 135,623 | $6M | 4.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 118,250 | $5M | 4.3% | 2026-Q2 |
| STATE STREET CORP added | 90,307 | $4M | 3.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 93,516 | $3M | 2.8% | 2026-Q2 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 65,700 | $3M | 2.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 62,357 | $3M | 2.3% | 2026-Q2 |
| CHOREO, LLC | 60,400 | $3M | 2.2% | 2026-Q2 |
| BANC FUNDS CO LLC trimmed | 56,500 | $2M | 2.0% | 2026-Q2 |
| MARSHALL WACE, LLP added | 51,423 | $2M | 1.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 38,580 | $2M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 37,063 | $2M | 1.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 33,602 | $1M | 1.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 31,927 | $1M | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 30,455 | $1M | 1.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 28,909 | $1M | 1.0% | 2026-Q2 |
| UBS Group AG added | 28,853 | $1M | 1.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 27,997 | $1M | 1.0% | 2026-Q2 |
| Trexquant Investment LP added | 23,627 | $980K | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 21,528 | $893K | 0.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 20,001 | $829K | 0.7% | 2026-Q2 |
| EJF Capital LP trimmed | 16,399 | $680K | 0.6% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16,192 | $671K | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 15,692 | $651K | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 13,488 | $559K | 0.5% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 12,977 | $538K | 0.5% | 2026-Q2 |
| BARCLAYS PLC trimmed | 12,251 | $508K | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 11,345 | $470K | 0.4% | 2026-Q2 |
| Expressive Wealth LLC trimmed | 10,471 | $434K | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 9,879 | $410K | 0.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC new | 9,859 | $409K | 0.4% | 2026-Q2 |
| XTX Topco Ltd new | 9,711 | $403K | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 9,619 | $399K | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 9,461 | $392K | 0.3% | 2026-Q2 |
| Quadrature Capital Ltd new | 8,908 | $369K | 0.3% | 2026-Q2 |
| HOWE & RUSLING INC | 6,500 | $269K | 0.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC new | 6,255 | $259K | 0.2% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP new | 5,501 | $228K | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO new | 5,302 | $220K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 4,694 | $195K | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 3,901 | $161K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 3,453 | $143K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC | 3,083 | $128K | 0.1% | 2026-Q2 |
| EVERMAY WEALTH MANAGEMENT LLC | 2,609 | $108K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,400 | $100K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 2,241 | $93K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 2,202 | $91K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 2,195 | $91K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,124 | $87K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 1,040 | $43K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 739 | $31K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 487 | $20K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 468 | $20K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 469 | $19K | 0.0% | 2026-Q2 |
| Legal & General Group Plc | 415 | $17K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 248 | $10K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 172 | $7K | 0.0% | 2026-Q2 |
| FMR LLC | 109 | $5K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 96 | $4K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 81 | $3K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 65 | $3K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 47 | $2K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 46 | $2K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 39 | $2K | 0.0% | 2026-Q2 |
| Essential Partners LLC trimmed | 31 | $1K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 23 | $953 | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC | 13 | $537 | 0.0% | 2026-Q2 |
| GAMMA Investing LLC added | 12 | $498 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 12 | $495 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 11 | $456 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC added | 8 | $332 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd new | 2 | $83 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. | 2 | $83 | 0.0% | 2026-Q2 |
| Fortitude Family Office, LLC new | 1 | $41 | 0.0% | 2026-Q2 |
| Accent Capital Management, LLC new | 11,439 | $429K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Reynders McVeigh Capital Management, LLC trimmed | 9,375 | $328K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| MILLENNIUM MANAGEMENT LLC added | 7,883 | $276K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC new | 7,356 | $257K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Daytona Street Capital LLC | 1,500 | $54K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 809 | $28K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Kilter Group LLC new | 34 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC new | 2 | $70 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 2 | $70 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 1 | $35 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC trimmed | 302,047 | $12M | 10.5% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA ADVISERS, LP trimmed | 5,200 | $207K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 315 | $12K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AMALGAMATED BANK trimmed | 144 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Global Retirement Partners, LLC new | 2 | $80 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ELCO Management Co., LLC trimmed | 5,515 | $209K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Clearstead Advisors, LLC new | 2 | $76 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| MENDON CAPITAL ADVISORS CORP added | 54,000 | $2M | 1.4% | 2025-Q2 stale (4 quarters behind) |
| Squarepoint Ops LLC new | 7,343 | $225K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 2,700 | $83K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.