EAGLE FINANCIAL SERVICES INC - EFSI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fourthstone LLC | History | Added to | 453,918 | 18,063 | 3.38% | 1.88% | 1 | +177,132 | 64.0% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 319,272 | 12,705 | 0.0% | 0.0% | 2 | -10,123 | -3.07% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 302,047 | 12,019 | 0.0% | 0.0% | 3 | -4,753 | -1.55% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 282,972 | 11,260 | 0.0% | 0.0% | 4 | +11,973 | 4.42% | Q4 2025 | Feb 12, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 129,149 | 5,139 | 0.91% | 1.09% | 5 | -60,851 | -32.03% | Q4 2025 | Feb 17, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 128,280 | 5,104 | 4.69% | 5.01% | 6 | -1,638 | -1.26% | Q4 2025 | Jan 21, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 123,300 | 4,906 | 0.0% | 0.0% | 7 | -25,163 | -16.95% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 105,881 | 4,214 | 0.0% | 0.0% | 8 | -1,885 | -1.75% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 85,007 | 3,382 | 0.0% | 0.0% | 9 | -1,000 | -1.16% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 73,094 | 2,908 | 0.0% | 0.0% | 10 | +70,686 | 2935.47% | Q4 2025 | Jan 29, 2026 |
| BANC FUNDS CO LLC | History | No change | 65,000 | 2,586 | 0.51% | 0.43% | 11 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | No change | 60,400 | 2,398 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EJF Capital LP | History | Reduced | 43,758 | 1,741 | 0.99% | 2.59% | 13 | -73,908 | -62.81% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 32,120 | 1,278 | 0.0% | 0.0% | 14 | -1,847 | -5.44% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 31,955 | 1,271 | 0.0% | 0.0% | 15 | +2,688 | 9.18% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 18,697 | 744 | 0.0% | 0.0% | 16 | +719 | 4.0% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 18,492 | 735 | 0.0% | 0.0% | 17 | -6,986 | -27.42% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 16,192 | 644 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 15,724 | 625 | 0.0% | 0.0% | 19 | +5,433 | 52.79% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 15,645 | 622 | 0.0% | 0.0% | 20 | +4,307 | 37.99% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,220 | 605 | 0.0% | 0.0% | 21 | +601 | 4.11% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 13,928 | 554 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Expressive Wealth LLC | History | New | 11,799 | 469 | 0.51% | — | 23 | +11,799 | New | Q4 2025 | Feb 09, 2026 |
| Trexquant Investment LP | History | Added to | 11,684 | 464 | 0.0% | 0.0% | 24 | +5,866 | 100.83% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 11,016 | 438 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,771 | 428 | 0.0% | 0.0% | 26 | +458 | 4.44% | Q4 2025 | Feb 13, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 9,875 | 393 | 0.02% | 0.02% | 27 | -350 | -3.42% | Q4 2025 | Feb 02, 2026 |
| Wealthspire Advisors, LLC | History | No change | 9,741 | 387 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,288 | 369 | 0.0% | 0.0% | 29 | +1,224 | 15.18% | Q4 2025 | Feb 17, 2026 |
| HOWE & RUSLING INC | History | No change | 6,500 | 258 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 6,250 | 248 | 0.0% | 0.0% | 31 | -7,331 | -53.98% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 5,999 | 238 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 5,200 | 206 | 0.0% | 0.0% | 33 | -2,600 | -33.33% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,061 | 201 | 0.0% | 0.0% | 34 | -11,790 | -69.97% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 3,362 | 133 | 0.0% | 0.0% | 35 | -746 | -18.16% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 3,083 | 122 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 2,609 | 103 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,400 | 95 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,355 | 93 | 0.0% | 0.0% | 39 | -84 | -3.44% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,333 | 92 | 0.0% | 0.0% | 40 | +467 | 25.03% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 2,102 | 83 | 0.0% | 0.0% | 41 | -119 | -5.36% | Q4 2025 | Feb 17, 2026 |
| Daytona Street Capital LLC | History | New | 1,500 | 59 | 0.05% | — | 42 | +1,500 | New | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Reduced | 1,117 | 44 | 0.0% | 0.0% | 43 | -60 | -5.1% | Q4 2025 | Jan 26, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,040 | 41 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 861 | 34 | 0.0% | 0.0% | 45 | -327 | -27.53% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 738 | 29 | 0.0% | 0.0% | 46 | +49 | 7.11% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 469 | 18 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 438 | 17 | 0.0% | — | 48 | +438 | New | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 415 | 16 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 315 | 12 | 0.0% | 0.0% | 50 | -2,529 | -88.92% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 279 | 11 | 0.0% | 0.0% | 52 | -81 | -22.5% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 281 | 11 | 0.0% | 0.0% | 51 | -7 | -2.43% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 271 | 10 | 0.0% | 0.0% | 53 | +223 | 464.58% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 253 | 10 | 0.0% | 0.0% | 54 | -49 | -16.23% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 144 | 6 | 0.0% | 0.0% | 55 | -13 | -8.28% | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 109 | 4 | 0.0% | — | 57 | +109 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 104 | 4 | 0.0% | 0.0% | 56 | +44 | 73.33% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 26 | 1 | 0.0% | 0.0% | 58 | -6 | -18.75% | Q4 2025 | Feb 06, 2026 |
| ELCO Management Co., LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,515 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -231 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allworth Financial LP | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 23 | 0 | — | — | — | +13 | 130.0% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5 | 0 | — | — | — | -9 | -64.29% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 5 | 0 | — | — | — | +4 | 400.0% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 21, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 10, 2025 |
| True Wealth Design, LLC | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q4 2025 | Jan 08, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |