EAGLE FINANCIAL SERVICES INC EFSI
$40.91
-3.1% 52w: $28.02 – $43.13
Latest 13F among current holders filed 1 month ago (May 21, 2026)
Price — last 12 months
research preview data28.0235.5843.13
Jun 20, 2025 Jul 2, 2026
Institutional holders
74
+5 QoQ
13F value
$85.2M
-13.4% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns EFSI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Fourthstone LLC ★2 | Fundamental diversified | 532.2K | $18.6M | 3.2% | +17.2% |
| BlackRock, Inc. | Index provider | 280.5K | $9.8M | 0.0% | -0.9% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 280.4K | $9.8M | 0.0% | -12.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 243.7K | $8.5M | 0.0% | — |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC ★2 | Fundamental diversified | 137.0K | $4.8M | 4.3% | +6.8% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 103.7K | $4.1M | 0.0% | -15.9% |
| MALTESE CAPITAL MANAGEMENT LLC | Other | 107.1K | $3.7M | 0.7% | -17.0% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 103.2K | $3.6M | 0.0% | -2.5% |
| STATE STREET CORP | Index provider | 84.6K | $3.0M | 0.0% | -0.5% |
| BANC FUNDS CO LLC | Other | 65.0K | $2.3M | 0.4% | Held |
| CHOREO, LLC | Wealth advisor | 60.4K | $2.1M | 0.0% | Held |
| NORTHERN TRUST CORP | Index provider | 33.8K | $1.2M | 0.0% | +5.3% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 30.2K | $1.1M | 0.0% | — |
| MORGAN STANLEY | Bank broker | 28.1K | $982K | 0.0% | -12.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 26.6K | $929K | 0.0% | — |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 24.1K | $843K | 0.0% | +53.2% |
| EJF Capital LP | Other | 23.9K | $836K | 0.6% | -45.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 19.7K | $690K | 0.0% | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 16.4K | $574K | 0.0% | -11.2% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 16.2K | $566K | 0.0% | Held |
| Bank of New York Mellon Corp | Diversified mechanical | 14.8K | $519K | 0.0% | -5.3% |
| Wealthspire Advisors, LLC | Wealth advisor | 12.9K | $450K | 0.0% | +32.2% |
| BARCLAYS PLC | Bank broker | 12.6K | $442K | 0.0% | -32.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 12.5K | $439K | 0.0% | -9.9% |
| Expressive Wealth LLC | Other | 11.4K | $429K | 0.4% | -3.1% |
| Trexquant Investment LP | Diversified mechanical | 11.2K | $393K | 0.0% | -3.9% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 11.1K | $389K | 0.0% | -27.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 11.0K | $385K | 0.0% | Held |
| BANK OF AMERICA CORP /DE/ | Bank broker | 10.4K | $363K | 0.0% | +11.7% |
| UBS Group AG | Bank broker | 9.4K | $329K | 0.0% | -87.1% |
| Reynders McVeigh Capital Management, LLC ★2 | Fundamental diversified | 9.4K | $328K | 0.0% | -5.1% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 7.9K | $276K | 0.0% | +26.1% |
| MARSHALL WACE, LLP | Quant stat arb | 7.7K | $271K | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 7.4K | $259K | 0.0% | +46.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 7.4K | $257K | 0.0% | -31.7% |
| Mariner, LLC | Diversified mechanical | 7.4K | $257K | 0.0% | New |
| HOWE & RUSLING INC | Other | 6.5K | $227K | 0.0% | Held |
| DEUTSCHE BANK AG\ | Bank broker | 4.1K | $143K | 0.0% | +73.5% |
| RHUMBLINE ADVISERS | Diversified mechanical | 3.3K | $116K | 0.0% | -1.6% |
| MetLife Investment Management, LLC | Insurance | 3.1K | $108K | 0.0% | Held |
| Vanguard Global Advisers, LLC | Diversified mechanical | 2.9K | $103K | 0.0% | — |
| EVERMAY WEALTH MANAGEMENT LLC | Wealth advisor | 2.6K | $91K | 0.0% | Held |
| NEW YORK STATE COMMON RETIREMENT FUND | Diversified mechanical | 2.4K | $84K | 0.0% | Held |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 2.2K | $78K | 0.0% | +6.3% |
| JPMORGAN CHASE & CO | Bank broker | 1.9K | $66K | 0.0% | -18.2% |
| Daytona Street Capital LLC | Other | 1.5K | $54K | 0.0% | Held |
| Tower Research Capital LLC (TRC) | Market maker | 1.3K | $45K | 0.0% | +360.6% |
| Police & Firemen's Retirement System of New Jersey | Diversified mechanical | 1.0K | $36K | 0.0% | Held |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 861 | $30K | 0.0% | Held |
| CWM, LLC | Wealth advisor | 809 | $28K | 0.0% | -27.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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