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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 345,268 | 14,314 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fourthstone LLC | History | No change | 287,575 | 11,922 | 8.49% | 8.49% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 279,083 | 11,570 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 212,734 | 8,819 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 134,577 | 6,096 | 4.76% | 4.35% | 5 | -1,046 | -0.77% | Q3 2026 | Oct 26, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 118,250 | 4,903 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 90,307 | 3,744 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 93,516 | 3,271 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 64,033 | 2,900 | 0.0% | 0.0% | 9 | +25,453 | 65.97% | Q3 2026 | Nov 04, 2026 |
| CHOREO, LLC | History | No change | 60,400 | 2,736 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 65,700 | 2,723 | 0.5% | 0.5% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 62,357 | 2,585 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANC FUNDS CO LLC | History | No change | 56,500 | 2,342 | 0.39% | 0.39% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 51,423 | 2,131 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 37,063 | 1,536 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 33,602 | 1,393 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 31,927 | 1,323 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 30,455 | 1,262 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 28,909 | 1,198 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 28,853 | 1,196 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 27,997 | 1,160 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 23,627 | 979 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transmarket Holdings LP | History | New | 20,619 | 934 | 0.52% | — | 23 | +20,619 | New | Q3 2026 | Oct 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 21,528 | 892 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 20,838 | 863 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 20,001 | 829 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EJF Capital LP | History | No change | 16,399 | 679 | 0.45% | 0.45% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 16,192 | 671 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 15,692 | 650 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 14,282 | 589 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 13,488 | 559 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 12,977 | 538 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ABC ARBITRAGE SA | History | New | 11,301 | 511 | 0.05% | — | 33 | +11,301 | New | Q3 2026 | Oct 23, 2026 |
| BARCLAYS PLC | History | No change | 12,251 | 507 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 11,345 | 470 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 9,879 | 447 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Expressive Wealth LLC | History | No change | 10,471 | 434 | 0.41% | 0.41% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 9,859 | 408 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 9,711 | 402 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 9,619 | 398 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 9,461 | 392 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 8,475 | 383 | 0.02% | 0.02% | 42 | -900 | -9.6% | Q3 2026 | Oct 30, 2026 |
| Quadrature Capital Ltd | History | No change | 8,908 | 369 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HOWE & RUSLING INC | History | No change | 6,500 | 269 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 6,255 | 259 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 5,501 | 228 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 5,302 | 219 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 4,694 | 194 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 3,901 | 161 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RHUMBLINE ADVISERS | History | No change | 3,453 | 143 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 3,083 | 127 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 2,609 | 118 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,400 | 99 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 2,241 | 92 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 2,195 | 91 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,124 | 87 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,040 | 43 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 739 | 30 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 468 | 20 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 487 | 20 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 469 | 19 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 415 | 17 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 253 | 11 | 0.0% | 0.0% | 63 | -1,949 | -88.51% | Q3 2026 | Nov 04, 2026 |
| Arax Advisory Partners | History | No change | 248 | 10 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 172 | 7 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 94 | 4 | 0.0% | 0.0% | 67 | -2 | -2.08% | Q3 2026 | Oct 22, 2026 |
| FMR LLC | History | No change | 109 | 4 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 81 | 3 | 0.0% | — | 68 | +79 | 3950.0% | Q3 2026 | Oct 26, 2026 |
| GAMMA Investing LLC | History | Added to | 81 | 3 | 0.0% | — | 69 | +69 | 575.0% | Q3 2026 | Oct 08, 2026 |
| Parkside Financial Bank & Trust | History | New | 57 | 2 | 0.0% | — | 73 | +57 | New | Q3 2026 | Oct 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 46 | 2 | 0.0% | — | 72 | +23 | 100.0% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | Added to | 49 | 2 | 0.0% | 0.0% | 71 | +10 | 25.64% | Q3 2026 | Oct 16, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 65 | 2 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 38 | 1 | 0.0% | — | 76 | +26 | 216.67% | Q3 2026 | Oct 08, 2026 |
| Essential Partners LLC | History | Added to | 40 | 1 | 0.0% | 0.0% | 77 | +9 | 29.03% | Q3 2026 | Oct 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 47 | 1 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 46 | 1 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Oct 21, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2026 | Oct 16, 2026 |
| True Wealth Design, LLC | History | Added to | 14 | 0 | — | — | — | +6 | 75.0% | Q3 2026 | Oct 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q3 2026 | Oct 29, 2026 |
| Covestor Ltd | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |