Eagle Financial Services Ownership | Who Owns Eagle Financial Services?
Eagle Financial Services Ownership Summary
Eagle Financial Services is owned by 45.27% institutional investors, 12.97% insiders, and 41.76% retail investors. Fourthstone is the largest institutional shareholder, holding 9.91% of EFSI shares. Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund, with 2.86% of its assets in Eagle Financial Services shares.
EFSI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Eagle Financial Services | 45.27% | 12.97% | 41.76% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Regional Banks Stocks | 54.14% | 12.57% | 33.29% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fourthstone | 532.20K | 9.91% | $18.62M |
| Vanguard group | 302.05K | 5.63% | $12.02M |
| Blackrock funding, inc. /de | 280.53K | 5.22% | $9.81M |
| Wellington management group llp | 280.40K | 5.22% | $9.81M |
| Graham capital wealth management | 137.03K | 2.55% | $4.79M |
| Maltese capital management | 107.14K | 2.00% | $3.75M |
| Alliancebernstein | 103.72K | 1.93% | $4.13M |
| Geode capital management | 103.21K | 1.92% | $3.61M |
| State street | 84.61K | 1.58% | $2.96M |
| Banc funds | 65.00K | 1.21% | $2.27M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Graham capital wealth management | 137.03K | 4.26% | $4.79M |
| Fourthstone | 532.20K | 3.16% | $18.62M |
| Maltese capital management | 107.14K | 0.74% | $3.75M |
| Ejf capital | 23.91K | 0.59% | $836.37K |
| Banc funds | 65.00K | 0.42% | $2.27M |
| Choreo | 60.40K | 0.03% | $2.11M |
| Reynders mcveigh capital management | 9.38K | 0.02% | $328.00K |
| Howe & rusling | 6.50K | 0.01% | $227.37K |
| Evermay wealth management | 2.61K | 0.01% | $91.26K |
| United capital financial advisers | 16.19K | 0.00% | $566.40K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 532.20K | 3.16% | 78.28K |
| Vanguard fiduciary trust | 30.20K | 0.00% | 30.20K |
| Goldman sachs group | 19.73K | 0.00% | 19.73K |
| Graham capital wealth management | 137.03K | 4.26% | 8.76K |
| Dimensional fund advisors lp | 24.09K | 0.00% | 8.37K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jacobs asset management | - | - | -78.24K |
| Ubs group | 9.40K | - | -63.70K |
| Mendon capital advisors | - | - | -54.00K |
| Verition fund management | - | - | -49.78K |
| Wellington management group llp | 280.40K | 0.00% | -38.87K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 30.20K | 0.00% | 30.20K | $1.06M |
| Goldman sachs group | 19.73K | 0.00% | 19.73K | $690.29K |
| Two sigma advisers, lp | 7.80K | 0.00% | 7.80K | $295.07K |
| Marshall wace, llp | 7.74K | 0.00% | 7.74K | $270.81K |
| Vanguard global advisers | 2.94K | 0.00% | 2.94K | $102.88K |
Sold Out
| Holder | Change |
|---|---|
| Root financial partners | -2.00 |
| Mai capital management | -2.00 |
| Clearstead advisors | -2.00 |
| Kilter group | -34.00 |
| Amalgamated bank | -144.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 74 | 8.82% | 2,430,663 | -1.99% | 45 | 2.12% | 28 | 7.69% | 28 | 3.70% |
| Dec 31, 2025 | 47 | -26.56% | 1,734,314 | -27.86% | 32 | 1.62% | 20 | -50.00% | 15 | 7.14% |
| Sep 30, 2025 | 60 | 39.53% | 2,394,001 | 16.38% | 44 | 3.04% | 37 | 8.82% | 13 | 160.00% |
| Jun 30, 2025 | 47 | 62.07% | 2,331,326 | 13.27% | 43 | 2.14% | 36 | 24.14% | 7 | - |
| Mar 31, 2025 | 29 | - | 2,058,199 | - | 45 | - | 29 | - | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Morn Total Stk Mkt Idx Investor | 154.63K | 2.86% | -28.29K |
| Vanguard Total Stock Mkt Idx Inv | 154.63K | 2.86% | -28.29K |
| iShares Russell 2000 ETF | 126.89K | 2.34% | -2.21K |
| Vanguard Institutional Extnd Mkt Idx Tr | 52.43K | 0.97% | 2.04K |
| iShares Russell 2000 Value ETF | 48.45K | 0.90% | - |
| Fidelity Small Cap Index | 44.89K | 0.83% | -62.00 |
| BSF Systematic US Eq Abs Ret A2 USD | 29.34K | 0.54% | - |
| SSgA Russell Small Cap Completeness Idx | 28.88K | 0.53% | - |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 28.88K | 0.53% | - |
| Russell 2000 Equity Index Fund B | 27.64K | 0.51% | 6.19K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 29, 2026 | SCHMIDT MARIANNE | EXECUTIVE OFFICER | Sell | $14.72K |
| Mar 11, 2026 | HAMBERGER SCOTT M | - | Buy | $30.00K |
| Mar 05, 2026 | HILL EDWARD III | - | Buy | $32.51K |
| Feb 27, 2026 | HAMBERGER SCOTT M | - | Buy | $34.02K |
| Mar 02, 2026 | Lorey Brandon Craig | EXECUTIVE OFFICER | Buy | $12.09K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 1 |
| 2026 Q1 | 5 | - |
| 2025 Q4 | - | 3 |
| 2025 Q3 | 1 | - |
| 2025 Q2 | 3 | - |
EFSI Ownership FAQ
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