EFSI · Eagle Financial Services Inc · Holdings

$45.52 -0.14 (-0.31%) At close · Sep 11

Russell 2000 member Rebalance outlook locked

Market Cap

$246.34M

5.41M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 79

Total Value: $101,148,535

Total Shares: 2,439,667

Institutional Ownership Trend

22 quarters

Holder Concentration

Across 79 13F filers · Δ vs Mar 31, 2026

Top Holder

14.2%

−7.8 pts

Top 5

51.7%

−9.3 pts

Top 10

69.3%

−10.8 pts

HHI

680

Broadly held−301

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +5

Institutional value: +19.5%

Shares held: +0.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+64,736	345,268
Mega TWO SIGMA INVESTMENTS, LP	+45,944	62,357
Large MARSHALL WACE, LLP	+43,681	51,423
Mega CITADEL ADVISORS LLC	+26,184	33,602
Mega UBS Group AG	+19,454	28,853

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Small Fourthstone LLC	−244,624	287,575
Small MALTESE CAPITAL MANAGEMENT LLC	−41,445	65,700
Mega VANGUARD CAPITAL MANAGEMENT LLC	−31,008	212,734
Mega ALLIANCEBERNSTEIN L.P.	−10,200	93,516
Small BANC FUNDS CO LLC	−8,500	56,500

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	28,909	$1,198,567
Large HRT FINANCIAL LP	20,838	$863,943
Large ACADIAN ASSET MANAGEMENT LLC	14,282	$592,131
Mega Nuveen, LLC	11,345	$470,362
Mega AMERICAN CENTURY COMPANIES INC	9,859	$408,754

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Reynders McVeigh Capital Management, LLC	9,375	$327,937
Mega MILLENNIUM MANAGEMENT LLC	7,883	$275,747
Large Mariner, LLC	7,356	$257,312
Small Daytona Street Capital LLC	1,500	$52,470
Large CWM, LLC	809	$28,298

Filter: New 14 Increased 32 Reduced 20 Sold out 9 Unchanged 13

Showing 79 of 79

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$14,314,808

14.15%

345,268

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	2,882	$119,487	0.8%	Sole
BlackRock Investment Management, LLC	15,235	$631,643	4.4%	Sole
BLACKROCK ADVISORS LLC	9,126	$378,363	2.6%	Sole
BlackRock Fund Advisors	189,558	$7,859,074	54.9%	Sole
BlackRock Institutional Trust Company, N.A.	128,364	$5,321,971	37.2%	Sole
Aperio Group, LLC	103	$4,270	0.0%	Sole

Fourthstone LLC

$11,922,859

11.79%

287,575

WELLINGTON MANAGEMENT GROUP LLP

$11,570,781

11.44%

279,083

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wellington Management Company LLP	279,083	$11,570,781	100.0%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$8,819,951

8.72%

212,734

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

$5,622,929

5.56%

135,623

GEODE CAPITAL MANAGEMENT, LLC

$4,902,644

4.85%

118,250

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	17,386	$720,823	14.7%	Defined
Held directly	100,864	$4,181,821	85.3%	Defined

ALLIANCEBERNSTEIN L.P.

$3,877,173

3.83%

93,516

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	93,516	$3,877,173	100.0%	Defined

STATE STREET CORP

$3,744,128

3.70%

90,307

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SSGA FUNDS MANAGEMENT, INC. joint	90,307	$3,744,128	100.0%	Defined

MALTESE CAPITAL MANAGEMENT LLC

$2,723,921

2.69%

65,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Malta Hedge Fund II, L.P.	28,274	$1,172,240	43.0%	Defined
Malta Opportunity Fund LP	30,944	$1,282,938	47.1%	Defined
Held directly	6,482	$268,743	9.9%	Sole

TWO SIGMA INVESTMENTS, LP

$2,585,321

2.56%

62,357

CHOREO, LLC

$2,504,184

2.48%

60,400

BANC FUNDS CO LLC

$2,342,490

2.32%

56,500

MARSHALL WACE, LLP

$2,131,997

2.11%

51,423

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	51,423	$2,131,997	100.0%	Other

DIMENSIONAL FUND ADVISORS LP

$1,599,524

1.58%

38,580

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	317	$13,142	0.8%	Defined
DFA Australia Ltd.	1,441	$59,743	3.7%	Defined
Dimensional Ireland Ltd	5,131	$212,731	13.3%	Defined
Held directly	31,691	$1,313,908	82.1%	Sole

NORTHERN TRUST CORP

$1,536,631

1.52%

37,063

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	36,365	$1,507,692	98.1%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	698	$28,939	1.9%	Other

CITADEL ADVISORS LLC

$1,393,138

1.38%

33,602

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	27,071	$1,122,363	80.6%	Defined
Held directly	6,531	$270,775	19.4%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,323,693

1.31%

31,927

VANGUARD FIDUCIARY TRUST CO

$1,262,664

1.25%

30,455

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$1,198,567

1.18%

28,909

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	28,909	$1,198,567	100.0%	Other

UBS Group AG

$1,196,243

1.18%

28,853

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	110	$4,560	0.4%	Defined
UBS AG	19,752	$818,917	68.5%	Defined
UBS Europe SE	8,991	$372,766	31.2%	Defined

MORGAN STANLEY

$1,160,752

1.15%

27,997

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	48	$1,990	0.2%	Defined
MORGAN STANLEY & CO. LLC	1,211	$50,208	4.3%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	7,226	$299,589	25.8%	Defined
MORGAN STANLEY SMITH BARNEY LLC	17,190	$712,696	61.4%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	2,322	$96,269	8.3%	Defined

Trexquant Investment LP

$979,575

0.97%

23,627

GOLDMAN SACHS GROUP INC

$892,550

0.88%

21,528

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	21,528	$892,550	100.0%	Defined

HRT FINANCIAL LP

$863,943

0.85%

20,838

AQR CAPITAL MANAGEMENT LLC

$829,239

0.82%

20,001

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Prism Planning Partners LLC	32	$1,326	0.2%	Other
Arax Advisory Partners	285	$11,816	1.4%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	113	$4,684	0.6%	Other
Stokes Family Office, LLC	24	$995	0.1%	Other
Held directly	19,547	$810,418	97.7%	Defined

EJF Capital LP

$679,902

0.67%

16,399

UNITED CAPITAL FINANCIAL ADVISORS, LLC

$671,320

0.66%

16,192

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
United Capital Financial Partners, LLC	16,192	$671,320	100.0%	Defined

Bank of New York Mellon Corp

$650,589

0.64%

15,692

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	8,624	$357,551	55.0%	Defined
The Bank of New York Mellon	7,067	$292,997	45.0%	Defined
Held directly	1	$41	0.0%	Defined

ACADIAN ASSET MANAGEMENT LLC

$592,131

0.59%

14,282

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	14,282	$592,131	100.0%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$559,212

0.55%

13,488

Wealthspire Advisors, LLC

$538,026

0.53%

12,977

BARCLAYS PLC

$507,925

0.50%

12,251

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	12,104	$501,831	98.8%	Defined
BARCLAYS CAPITAL INC.	147	$6,094	1.2%	Defined

Nuveen, LLC

$470,362

0.47%

11,345

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	4,969	$206,014	43.8%	Defined
TEACHERS ADVISORS, LLC joint	6,376	$264,348	56.2%	Defined

Expressive Wealth LLC

$434,127

0.43%

10,471

COMMONWEALTH EQUITY SERVICES, LLC

$409,583

0.40%

9,879

AMERICAN CENTURY COMPANIES INC

$408,754

0.40%

9,859

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	9,859	$408,754	100.0%	Defined

XTX Topco Ltd

$402,618

0.40%

9,711

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	9,711	$402,618	100.0%	Defined

WELLS FARGO & COMPANY/MN

$398,802

0.39%

9,619

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	3,811	$158,004	39.6%	Defined
WELLS FARGO CLEARING SERVICES, LLC	5,626	$233,253	58.5%	Defined
Wells Fargo Securities, LLC	182	$7,545	1.9%	Defined

BANK OF AMERICA CORP /DE/

$392,253

0.39%

9,461

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	9,461	$392,253	100.0%	Defined

Quadrature Capital Ltd

$369,325

0.37%

8,908

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	8,908	$369,325	100.0%	Other

HOWE & RUSLING INC

$269,490

0.27%

6,500

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$259,332

0.26%

6,255

OCCUDO QUANTITATIVE STRATEGIES LP

$228,071

0.23%

5,501

SEI INVESTMENTS CO

$219,820

0.22%

5,302

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	333	$13,806	6.3%	Sole
SEI TRUST CO	4,969	$206,014	93.7%	Sole

DEUTSCHE BANK AG\

$194,613

0.19%

4,694

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	4,694	$194,613	100.0%	Defined

Russell Investments Group, Ltd.

$161,734

0.16%

3,901

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	3,297	$136,693	84.5%	Defined
Russell Investments Limited joint	604	$25,041	15.5%	Other

RHUMBLINE ADVISERS

$143,161

0.14%

3,453

MetLife Investment Management, LLC

$127,821

0.13%

3,083

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	3,083	$127,821	100.0%	Defined

EVERMAY WEALTH MANAGEMENT LLC

$108,169

0.11%

2,609

NEW YORK STATE COMMON RETIREMENT FUND

$99,504

0.10%

2,400

Vanguard Global Advisers, LLC

$92,911

0.09%

2,241

CITIGROUP INC

$91,294

0.09%

2,202

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	2,202	$91,294	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$91,004

0.09%

2,195

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	2,195	$91,004	100.0%	Defined

JPMORGAN CHASE & CO

$88,060

0.09%

2,124

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	2,087	$86,526	98.3%	Defined
J.P. Morgan Securities plc	37	$1,534	1.7%	Defined

Police & Firemen's Retirement System of New Jersey

$43,118

0.04%

1,040

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	1,040	$43,118	100.0%	Defined

Tower Research Capital LLC (TRC)

$30,638

0.03%

739

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	739	$30,638	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$20,191

0.02%

487

Ameritas Investment Partners, Inc.

$19,444

0.02%

469

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	469	$19,444	100.0%	Other

ROYAL BANK OF CANADA

$19,402

0.02%

468

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	138	$5,721	29.5%	Defined
RBC Capital Markets, LLC	330	$13,681	70.5%	Defined

Legal & General Group Plc

$17,205

0.02%

415

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	415	$17,205	100.0%	Defined

Arax Advisory Partners

$10,282

0.01%

248

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$7,131

0.01%

172

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	172	$7,131	100.0%	Defined

FMR LLC

$4,519

0.00%

109

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	109	$4,519	100.0%	Defined

Sterling Capital Management LLC

$3,980

0.00%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$2,694

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

$1,948

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	47	$1,948	100.0%	Defined

Allworth Financial LP

$1,907

0.00%

IFP Advisors, Inc

$1,616

0.00%

Essential Partners LLC

$1,285

0.00%

EverSource Wealth Advisors, LLC

$951

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	5	$206	21.7%	Sole
Held directly	18	$745	78.3%	Sole

Cornerstone Planning Group LLC

$538

0.00%

Farther Finance Advisors, LLC

$497

0.00%

GAMMA Investing LLC

$497

0.00%

ROTHSCHILD INVESTMENT LLC

$456

0.00%

True Wealth Design, LLC

$331

0.00%

Covestor Ltd

$82

0.00%

Caitong International Asset Management Co., Ltd

$82

0.00%

SJS Investment Consulting Inc.

$82

0.00%

Fortitude Family Office, LLC

$41

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Platform Solutions, LLC	7,356	$257,312	100.0%	Other

Key facts CIK 880641 CUSIP 26951R104 13F (30d) 24 filings 24 filers Visit website Investor relations