Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

75
Institutional holders
2M
Shares held (tracked funds)
45.2%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
Fourthstone LLC added532,199$19M16.7%2026-Q1
BlackRock, Inc. trimmed280,532$10M8.8%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed280,400$10M8.8%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new243,742$9M7.7%2026-Q1
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC added137,035$5M4.3%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed103,716$4M3.7%2026-Q1
MALTESE CAPITAL MANAGEMENT LLC trimmed107,145$4M3.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed103,209$4M3.2%2026-Q1
STATE STREET CORP trimmed84,607$3M2.7%2026-Q1
BANC FUNDS CO LLC65,000$2M2.0%2026-Q1
CHOREO, LLC60,400$2M1.9%2026-Q1
NORTHERN TRUST CORP added33,838$1M1.1%2026-Q1
VANGUARD FIDUCIARY TRUST CO new30,202$1M0.9%2026-Q1
MORGAN STANLEY trimmed28,081$982K0.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new26,570$929K0.8%2026-Q1
DIMENSIONAL FUND ADVISORS LP added24,095$843K0.8%2026-Q1
EJF Capital LP trimmed23,910$836K0.8%2026-Q1
GOLDMAN SACHS GROUP INC added19,734$690K0.6%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed16,413$574K0.5%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC16,192$566K0.5%2026-Q1
Bank of New York Mellon Corp trimmed14,823$519K0.5%2026-Q1
Wealthspire Advisors, LLC added12,873$450K0.4%2026-Q1
BARCLAYS PLC trimmed12,647$442K0.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed12,547$439K0.4%2026-Q1
Expressive Wealth LLC trimmed11,439$429K0.4%2026-Q1
Accent Capital Management, LLC new11,439$429K0.4%2026-Q1
Trexquant Investment LP trimmed11,231$393K0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC11,016$385K0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed10,824$379K0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added10,374$363K0.3%2026-Q1
UBS Group AG trimmed9,399$329K0.3%2026-Q1
Reynders McVeigh Capital Management, LLC trimmed9,375$328K0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC added7,883$276K0.2%2026-Q1
CITADEL ADVISORS LLC added7,418$259K0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed7,359$257K0.2%2026-Q1
Mariner, LLC new7,356$257K0.2%2026-Q1
MARSHALL WACE, LLP trimmed6,887$241K0.2%2026-Q1
HOWE & RUSLING INC6,500$227K0.2%2026-Q1
DEUTSCHE BANK AG\ added4,085$143K0.1%2026-Q1
RHUMBLINE ADVISERS trimmed3,309$116K0.1%2026-Q1
MetLife Investment Management, LLC3,083$108K0.1%2026-Q1
Vanguard Global Advisers, LLC new2,941$103K0.1%2026-Q1
EVERMAY WEALTH MANAGEMENT LLC2,609$91K0.1%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND2,400$84K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added2,235$78K0.1%2026-Q1
JPMORGAN CHASE & CO trimmed1,908$66K0.1%2026-Q1
Daytona Street Capital LLC1,500$54K0.0%2026-Q1
Tower Research Capital LLC (TRC) added1,285$45K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey1,040$36K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS861$30K0.0%2026-Q1
CWM, LLC trimmed809$28K0.0%2026-Q1
Russell Investments Group, Ltd. added796$28K0.0%2026-Q1
EverSource Wealth Advisors, LLC added287$24K0.0%2026-Q1
Ameritas Investment Partners, Inc.469$16K0.0%2026-Q1
Legal & General Group Plc415$15K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed334$12K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed248$9K0.0%2026-Q1
CITIGROUP INC added214$7K0.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added172$6K0.0%2026-Q1
Sterling Capital Management LLC trimmed146$5K0.0%2026-Q1
FMR LLC trimmed109$4K0.0%2026-Q1
Essential Partners LLC trimmed77$3K0.0%2026-Q1
Kilter Group LLC new34$1K0.0%2026-Q1
Allworth Financial LP added21$7350.0%2026-Q1
IFP Advisors, Inc trimmed19$6650.0%2026-Q1
Cornerstone Planning Group LLC new13$4680.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added13$4550.0%2026-Q1
Farther Finance Advisors, LLC6$2110.0%2026-Q1
GAMMA Investing LLC new6$2100.0%2026-Q1
True Wealth Design, LLC5$1750.0%2026-Q1
ROTHSCHILD INVESTMENT LLC trimmed4$1400.0%2026-Q1
Root Financial Partners, LLC new2$700.0%2026-Q1
MAI Capital Management2$700.0%2026-Q1
SJS Investment Consulting Inc.2$700.0%2026-Q1
Sunbelt Securities, Inc.1$350.0%2026-Q1
VANGUARD GROUP INC trimmed302,047$12M10.8%2025-Q4 stale
Azora Capital LP new99,885$3M2.9%2025-Q1 stale
JACOBS ASSET MANAGEMENT, LLC new78,237$3M2.3%2025-Q1 stale
MENDON CAPITAL ADVISORS CORP added54,000$2M1.5%2025-Q2 stale
Verition Fund Management LLC new49,780$2M1.5%2025-Q1 stale
PMC FIG Opportunities LLC new34,047$1M1.0%2025-Q1 stale
SOROS FUND MANAGEMENT LLC new25,000$820K0.7%2025-Q1 stale
Persistent Asset Partners Ltd new20,953$687K0.6%2025-Q1 stale
BOOTHBAY FUND MANAGEMENT, LLC new20,000$656K0.6%2025-Q1 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed9,983$306K0.3%2025-Q2 stale
Nuveen, LLC5,999$239K0.2%2025-Q4 stale
Squarepoint Ops LLC new7,343$225K0.2%2025-Q2 stale
ELCO Management Co., LLC trimmed5,515$209K0.2%2025-Q3 stale
TWO SIGMA ADVISERS, LP trimmed5,200$207K0.2%2025-Q4 stale
RAYMOND JAMES FINANCIAL INC new2,700$83K0.1%2025-Q2 stale
ACADIAN ASSET MANAGEMENT LLC trimmed315$12K0.0%2025-Q4 stale
Arax Advisory Partners new231$9K0.0%2025-Q3 stale
AMALGAMATED BANK trimmed144$6K0.0%2025-Q4 stale
Global Retirement Partners, LLC new2$800.0%2025-Q4 stale
Clearstead Advisors, LLC new2$760.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership