Eagle Financial Services Inc. 13F holders
80 funds reported a position in Eagle Financial Services Inc. in their 13F for the quarter ended 30 June 2026, together 2.4 million shares worth $100.9 million. Against the quarter before, 14 opened a position, 32 added, 20 trimmed and 6 sold out; together they bought a net 30,551 shares. The largest holders: BlackRock, Inc., Fourthstone LLC and Wellington Management Group LLP.
Funds holding80+6 on Q1 2026
Shares they held2.4Mworth $100.9 million
Net bought on the quarter30,551 sharesabout $1.3 million at the funds' values
Funds buying to selling46 to 26opened or added, to cut or sold
Opened 14Added 32Held 14Trimmed 20Sold out 6
What each fund did in EFSI against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in EFSI in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 17 reported a position in Eagle Financial Services Inc.: 3 opened one, 8 added, 3 trimmed and 1 sold out, a net 30,218 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Transmarket Holdings LP | +20,619 | 20,619 | new | 13F |
| Abc Arbitrage SA | +11,301 | 11,301 | new | 13F |
| Graham Capital Wealth Management, LLC | -1,046 | 134,577 | trimmed | 13F |
| Reynders McVeigh Capital Management, LLC | -900 | 8,475 | trimmed | 13F |
| SJS Investment Consulting Inc. | +79 | 81 | added | 13F |
| Gamma Investing LLC | +69 | 81 | added | 13F |
| Parkside Financial Bank & Trust | +57 | 57 | new | 13F |
| Farther Finance Advisors, LLC | +26 | 38 | added | 13F |
| IFP Advisors, Inc | +10 | 49 | added | 13F |
| Essential Partners LLC | +9 | 40 | added | 13F |
| True Wealth Design, LLC | +6 | 14 | added | 13F |
| Sterling Capital Management LLC | -2 | 94 | trimmed | 13F |
| Caitong International Asset Management Co., Ltd | +2 | 4 | added | 13F |
| Cornerstone Planning Group LLC | -13 | 0 | sold out | 13F |
| Covestor Ltd | +1 | 3 | added | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 4 reported a position in Eagle Financial Services Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 118,250 shares worth $4.9 million, 0.0% of its reported book. Sold out: Millennium Management. In the quarter, 3 funds added or opened a position and 1 trimmed or sold out; together they bought a net 79,286 shares, about $3.3 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 118,250 | $4.9 million | 0.0% | +15,041 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 62,357 | $2.6 million | 0.0% | +45,944 | added | 30 June 2026 | 13F |
| Citadel Advisors | 33,602 | $1.4 million | 0.0% | +26,184 | added | 30 June 2026 | 13F |
| FMR LLC | 109 | $4,519 | 0.0% | no change | held | 30 June 2026 | 13F |
| Millennium Management | 0 | $0 | 0.0% | -7,883 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 345,268 | 14.10% | $14.3 million | 0.00% | +64,736 | 13F |
| Fourthstone LLC | 287,575 | 11.74% | $11.9 million | 8.49% | -244,624 | 13F |
| Wellington Management Group LLP | 279,083 | 11.40% | $11.6 million | 0.00% | -1,317 | 13F |
| Vanguard Capital Management LLC | 212,734 | 8.69% | $8.8 million | 0.00% | -31,008 | 13F |
| Graham Capital Wealth Management, LLC | 135,623 | 5.54% | $5.6 million | 4.35% | -1,412 | 13F |
| Geode Capital Management, LLC | 118,250 | 4.83% | $4.9 million | 0.00% | +15,041 | 13F |
| State Street Corp. | 90,307 | 3.69% | $3.7 million | 0.00% | +5,700 | 13F |
| AllianceBernstein L.P. | 93,516 | 3.82% | $3.3 million | 0.00% | -10,200 | 13F |
| Maltese Capital Management LLC | 65,700 | 2.68% | $2.7 million | 0.50% | -41,445 | 13F |
| Two Sigma Investments, LP | 62,357 | 2.55% | $2.6 million | 0.00% | +45,944 | 13F |
| Choreo, LLC | 60,400 | 2.47% | $2.5 million | 0.03% | no change | 13F |
| Banc Funds Co. LLC | 56,500 | 2.31% | $2.3 million | 0.39% | -8,500 | 13F |
| Marshall Wace, LLP | 51,423 | 2.10% | $2.1 million | 0.00% | +43,681 | 13F |
| Dimensional Fund Advisors LP | 38,580 | 1.58% | $1.6 million | 0.00% | +14,485 | 13F |
| Northern Trust Corp. | 37,063 | 1.51% | $1.5 million | 0.00% | +3,225 | 13F |
| Citadel Advisors LLC | 33,602 | 1.37% | $1.4 million | 0.00% | +26,184 | 13F |
| Vanguard Portfolio Management LLC | 31,927 | 1.30% | $1.3 million | 0.00% | +5,357 | 13F |
| Vanguard Fiduciary Trust Co. | 30,455 | 1.24% | $1.3 million | 0.00% | +253 | 13F |
| Susquehanna International Group, LLP | 28,909 | 1.18% | $1.2 million | 0.00% | new | 13F |
| UBS Group AG | 28,853 | 1.18% | $1.2 million | 0.00% | +19,454 | 13F |
| Morgan Stanley | 27,997 | 1.14% | $1.2 million | 0.00% | -84 | 13F |
| Trexquant Investment LP | 23,627 | 0.96% | $979,575 | 0.01% | +12,396 | 13F |
| Goldman Sachs Group Inc. | 21,528 | 0.88% | $892,551 | 0.00% | +1,794 | 13F |
| HRT Financial LP | 20,838 | 0.85% | $863,000 | 0.00% | new | 13F |
| AQR Capital Management LLC | 20,001 | 0.82% | $829,250 | 0.00% | +8,894 | 13F |
| EJF Capital LP | 16,399 | 0.67% | $679,903 | 0.46% | -7,511 | 13F |
| United Capital Financial Advisors, LLC | 16,192 | 0.66% | $671,320 | 0.00% | no change | 13F |
| Bank of New York Mellon Corp | 15,692 | 0.64% | $650,609 | 0.00% | +869 | 13F |
| Acadian Asset Management LLC | 14,282 | 0.58% | $589,000 | 0.00% | new | 13F |
| Charles Schwab Investment Management Inc. | 13,488 | 0.55% | $559,212 | 0.00% | +941 | 13F |
| Wealthspire Advisors, LLC | 12,977 | 0.53% | $538,019 | 0.00% | +104 | 13F |
| Barclays PLC | 12,251 | 0.50% | $507,927 | 0.00% | -396 | 13F |
| Nuveen, LLC | 11,345 | 0.46% | $470,364 | 0.00% | new | 13F |
| Expressive Wealth LLC | 10,471 | 0.43% | $434,128 | 0.41% | -968 | 13F |
| Commonwealth Equity Services, LLC | 9,879 | 0.40% | $409,580 | 0.00% | -1,137 | 13F |
| American Century Companies Inc. | 9,859 | 0.40% | $408,754 | 0.00% | new | 13F |
| XTX Topco Ltd | 9,711 | 0.40% | $402,618 | 0.01% | new | 13F |
| Wells Fargo & Company | 9,619 | 0.39% | $398,804 | 0.00% | +2,260 | 13F |
| Bank of America Corp. | 9,461 | 0.39% | $392,253 | 0.00% | -913 | 13F |
| Reynders McVeigh Capital Management, LLC | 9,375 | 0.38% | $389,000 | 0.02% | no change | 13F |
| Quadrature Capital Ltd | 8,908 | 0.36% | $369,326 | 0.00% | new | 13F |
| Howe & Rusling Inc. | 6,500 | 0.27% | $269,490 | 0.02% | no change | 13F |
| Bridgeway Capital Management, LLC | 6,255 | 0.26% | $259,332 | 0.01% | new | 13F |
| Occudo Quantitative Strategies LP | 5,501 | 0.22% | $228,071 | 0.01% | new | 13F |
| Sei Investments Co. | 5,302 | 0.22% | $219,825 | 0.00% | new | 13F |
| Deutsche Bank AG | 4,694 | 0.19% | $194,613 | 0.00% | +609 | 13F |
| Russell Investments Group, Ltd. | 3,901 | 0.16% | $161,477 | 0.00% | +3,105 | 13F |
| Rhumbline Advisers | 3,453 | 0.14% | $143,156 | 0.00% | +144 | 13F |
| MetLife Investment Management, LLC | 3,083 | 0.13% | $127,821 | 0.00% | no change | 13F |
| Evermay Wealth Management LLC | 2,609 | 0.11% | $108,170 | 0.01% | no change | 13F |
The 50 largest of the 80 funds that reported a position in EFSI in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 14 August 2026 | 13G/A | Fourthstone LLC and 11 others | 287,575 | 5.3% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 31 July 2026 | 13G/A | Vanguard Capital Management and 1 other | 243,455 | 4.5% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 28 July 2026 | 13G/A | BlackRock, Inc. and 1 other | 342,125 | 6.3% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 15 May 2026 | 13G/A | Fourthstone LLC and 11 others | 532,199 | 9.8% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 15 May 2026 | 13G/A | Wellington Management Group LLP and 7 others | 280,400 | 5.2% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Capital Management and 1 other | 274,977 | 5.1% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 February 2026 | 13G/A | Fourthstone LLC and 11 others | 453,918 | 8.4% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 21 January 2026 | 13G | BlackRock, Inc. and 1 other | 279,052 | 5.2% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 17 August 2026 | 1 | $43.66 | SEC |
| 24 July 2026 | 109 | $41.45 | SEC |
| 23 July 2026 | 2 | $41.30 | SEC |
| 22 July 2026 | 2 | $41.51 | SEC |
| 21 July 2026 | 2 | $41.33 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.