EAGLE FINANCIAL SERVICES INC - EFSI
Detailed investor-level table based on 13F positions.
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 | 532,199 | 18,616 | 3.16% | 3.38% | 1 | +78,281 | 17.25% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 302,047 | 12,019 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 280,532 | 9,813 | 0.0% | 0.0% | 3 | -2,440 | -0.86% | Q1 2026 | May 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 280,400 | 9,808 | 0.0% | 0.0% | 4 | -38,872 | -12.18% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 243,742 | 8,526 | 0.0% | — | 5 | +243,742 | New | Q1 2026 | May 15, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 137,035 | 4,793 | 4.26% | 4.69% | 6 | +8,755 | 6.82% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 103,716 | 4,127 | 0.0% | 0.0% | 7 | -19,584 | -15.88% | Q1 2026 | May 15, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 107,145 | 3,747 | 0.74% | 0.91% | 8 | -22,004 | -17.04% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 103,209 | 3,611 | 0.0% | 0.0% | 9 | -2,672 | -2.52% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 84,607 | 2,959 | 0.0% | 0.0% | 10 | -400 | -0.47% | Q1 2026 | May 15, 2026 |
| BANC FUNDS CO LLC | History | No change | 65,000 | 2,273 | 0.42% | 0.51% | 11 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | No change | 60,400 | 2,112 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 33,838 | 1,183 | 0.0% | 0.0% | 13 | +1,718 | 5.35% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 30,202 | 1,056 | 0.0% | — | 14 | +30,202 | New | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 28,081 | 982 | 0.0% | 0.0% | 15 | -3,874 | -12.12% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 26,570 | 929 | 0.0% | — | 16 | +26,570 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 24,095 | 842 | 0.0% | 0.0% | 17 | +8,371 | 53.24% | Q1 2026 | May 07, 2026 |
| EJF Capital LP | History | Reduced | 23,910 | 836 | 0.59% | 0.99% | 18 | -19,848 | -45.36% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 19,734 | 690 | 0.0% | — | 19 | +19,734 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 16,413 | 574 | 0.0% | 0.0% | 20 | -2,079 | -11.24% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 16,192 | 566 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 14,823 | 518 | 0.0% | 0.0% | 22 | -822 | -5.25% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 12,873 | 450 | 0.0% | 0.0% | 23 | +3,132 | 32.15% | Q1 2026 | May 01, 2026 |
| BARCLAYS PLC | History | Reduced | 12,647 | 442 | 0.0% | 0.0% | 24 | -6,050 | -32.36% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 12,547 | 438 | 0.0% | 0.0% | 25 | -1,381 | -9.92% | Q1 2026 | May 15, 2026 |
| Expressive Wealth LLC | History | Reduced | 11,439 | 428 | 0.41% | 0.51% | 26 | -360 | -3.05% | Q1 2026 | May 11, 2026 |
| Trexquant Investment LP | History | Reduced | 11,231 | 392 | 0.0% | 0.0% | 27 | -453 | -3.88% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 11,107 | 388 | 0.0% | 0.0% | 28 | -4,113 | -27.02% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 11,016 | 385 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,374 | 362 | 0.0% | 0.0% | 30 | +1,086 | 11.69% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 9,399 | 328 | 0.0% | 0.0% | 32 | -63,695 | -87.14% | Q1 2026 | May 05, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 9,375 | 328 | 0.02% | 0.02% | 31 | -500 | -5.06% | Q1 2026 | Apr 27, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 7,883 | 275 | 0.0% | 0.0% | 33 | +1,633 | 26.13% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 7,742 | 270 | 0.0% | — | 34 | +7,742 | New | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 7,418 | 259 | 0.0% | 0.0% | 35 | +2,357 | 46.57% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | New | 7,356 | 257 | 0.0% | — | 37 | +7,356 | New | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7,359 | 257 | 0.0% | 0.0% | 36 | -3,412 | -31.68% | Q1 2026 | May 11, 2026 |
| HOWE & RUSLING INC | History | No change | 6,500 | 227 | 0.01% | 0.02% | 38 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 5,200 | 206 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 4,085 | 142 | 0.0% | 0.0% | 40 | +1,730 | 73.46% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 3,309 | 115 | 0.0% | 0.0% | 41 | -53 | -1.58% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 3,083 | 107 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 2,941 | 102 | 0.0% | — | 43 | +2,941 | New | Q1 2026 | May 08, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 2,609 | 91 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,400 | 83 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,235 | 78 | 0.0% | 0.0% | 46 | +133 | 6.33% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,908 | 65 | 0.0% | 0.0% | 47 | -425 | -18.22% | Q1 2026 | May 13, 2026 |
| Daytona Street Capital LLC | History | No change | 1,500 | 53 | 0.04% | 0.05% | 48 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,285 | 44 | 0.0% | 0.0% | 49 | +1,006 | 360.57% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,040 | 36 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 861 | 30 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 809 | 28 | 0.0% | 0.0% | 52 | -308 | -27.57% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 796 | 27 | 0.0% | 0.0% | 53 | +58 | 7.86% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 469 | 16 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 415 | 14 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 334 | 12 | 0.0% | 0.0% | 56 | -104 | -23.74% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 248 | 8 | 0.0% | 0.0% | 57 | -33 | -11.74% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 214 | 7 | 0.0% | 0.0% | 58 | +110 | 105.77% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 172 | 6 | 0.0% | 0.0% | 59 | +63 | 57.8% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 146 | 5 | 0.0% | 0.0% | 60 | -107 | -42.29% | Q1 2026 | Apr 22, 2026 |
| FMR LLC | History | Reduced | 109 | 3 | 0.0% | 0.0% | 61 | -162 | -59.78% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Reduced | 77 | 2 | 0.0% | 0.0% | 62 | -46 | -37.4% | Q1 2026 | May 21, 2026 |
| Kilter Group LLC | History | New | 34 | 1 | 0.0% | — | 63 | +34 | New | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,999 | -100.0% | Q1 2026 | Apr 30, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -315 | -100.0% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q1 2026 | May 08, 2026 |
| Cornerstone Planning Group LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13 | 0 | — | — | — | +8 | 160.0% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 19 | 0 | — | 0.0% | — | -7 | -26.92% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 19 | 0 | — | — | — | -4 | -17.39% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 21 | 0 | — | — | — | +1 | 5.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| True Wealth Design, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |