63% buyers of institutions opening or closing positions this quarter
5 more new buyers than exits, ownership fell 5.58 percentage points vs the prior quarter, and 1 well-known fund manager in the top 25.
63% buyers of institutions opening or closing positions this quarter
36.5% institutional ownership
GRAHAM CAPITAL WEALTH portfolio allocation
Institutional ownership vs Banks - Regional peers
No Form 4 insider transactions on file
Latest positioning in EFSI across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in EFSI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Fourthstone LLC | 532K | $18.6M | +17.3% | 9.833% | 3.16% |
| 2 | BlackRock, Inc. | 281K | $9.8M | -0.9% | 5.183% | 0.00% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 280K | $9.8M | -12.2% | 5.181% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 244K | $8.5M | β | 4.503% | 0.00% |
| 5 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 137K | $4.8M | +6.8% | 2.532% | 4.26% |
| 6 | ALLIANCEBERNSTEIN L.P. | 104K | $4.1M | -15.9% | 1.916% | 0.00% |
| 7 | MALTESE CAPITAL MANAGEMENT LLC | 107K | $3.7M | -17.0% | 1.980% | 0.74% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 103K | $3.6M | -2.5% | 1.907% | 0.00% |
| 9 | STATE STREET CORP | 85K | $3.0M | -0.5% | 1.563% | 0.00% |
| 10 | BANC FUNDS CO LLC | 65K | $2.3M | 0.0% | 1.201% | 0.42% |
| 11 | RSM US WEALTH MANAGEMENT LLC | 60K | $2.1M | 0.0% | 1.116% | 0.03% |
| 12 | NORTHERN TRUST CORP | 34K | $1.2M | +5.3% | 0.625% | 0.00% |
| 13 | VANGUARD FIDUCIARY TRUST CO | 30K | $1.1M | β | 0.558% | 0.00% |
| 14 | MORGAN STANLEY | 28K | $982K | -12.1% | 0.519% | 0.00% |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 27K | $929K | β | 0.491% | 0.00% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 24K | $843K | +53.2% | 0.445% | 0.00% |
| 17 | EJF Capital LLC | 24K | $836K | -45.4% | 0.442% | 0.59% |
| 18 | GOLDMAN SACHS GROUP INC | 20K | $690K | β | 0.365% | 0.00% |
| 19 | TWO SIGMA INVESTMENTS, LP | 16K | $574K | -11.2% | 0.303% | 0.00% |
| 20 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 16K | $566K | 0.0% | 0.299% | 0.00% |
| 21 | Bank of New York Mellon Corp | 15K | $519K | -5.3% | 0.274% | 0.00% |
| 22 | Wealthspire Advisors, LLC | 13K | $450K | +32.1% | 0.238% | 0.00% |
| 23 | BARCLAYS PLC | 13K | $442K | -32.4% | 0.234% | 0.00% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13K | $439K | -9.9% | 0.232% | 0.00% |
| 25 | Accent Capital Management, LLC | 11K | $429K | β | 0.211% | 0.41% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in EFSI β a direct measure of their conviction.
Filings activity in EFSI during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new EFSI position in Q1 2026
Institutions that fully closed their EFSI position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 73 | +7.4% | 36.50% | 5.58 pp | $85M | 13% |
| Q4 2025 | 68 | +13% | 42.08% | +8.10 pp | $98M | +24% |
| Q3 2025 | 60 | +28% | 33.98% | +4.21 pp | $79M | +14% |
| Q2 2025 | 47 | +62% | 29.77% | +0.10 pp | $70M | +0.3% |
| Q1 2025 | 29 | +2800% | 29.67% | +28.99 pp | $69M | +4257% |
| Q2 2021 | 1 | +0.0% | 0.68% | +0.04 pp | $2M | +6.6% |
| Q1 2021 | 1 | 50% | 0.64% | 132.03 pp | $1M | 100% |
| Q4 2020 | 2 | β | 132.67% | β | $310M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for EFSI.
Quick answers to the most common questions about buying EFSI stock.
Based on Q1 2026 13F filings, institutional ownership of Eagle Financial Services, Inc. stands at 36.5%, held across 73 reporting institutions.
Fourthstone LLC is the largest reported institutional holder of EFSI, with approximately 532,199 shares worth $0.02B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of EFSI, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for EFSI is 43 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
12 institutions opened new positions in EFSI during Q1 2026, while 7 fully exited. 12 added to existing positions and 49 trimmed.
EFSI institutional ownership fell by 5.58 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 80.1% of all reported 13F value in EFSI, and the top 25 account for 94.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.