EAGLE FINANCIAL SERVICES INC

Watch

Share

EFSI·26951R104·US·equity·Financial Services - Banks - Regional-13D/G

EFSI (EAGLE FINANCIAL SERVICES INC) is held by 44 institutional investors as of Q1 2026. Largest holders: BlackRock, Inc. ($9.8M), WELLINGTON MANAGEMENT GROUP LLP ($9.8M), ALLIANCEBERNSTEIN L.P. ($4.1M). Net institutional sentiment: Mixed.

44

Holders

Avg rating(4 Elite)

$40.9M

Total Value

43% (46)

Fund Consensus

16 buying - 21 selling

Smart Money Verdict

View all

48Weak MomentumSplit Signals

Institutional (13F)43

Insider (Form 4)56

Activist (13D/13G)50

Congressional (STOCK Act)

No data

Get 5 free verdicts/month - sign up in 10 seconds

See how EFSI's score breaks down across 4 SEC sources

Holder Quality

4

★★★★★

Elite

17

★★★★

Strong

13

★★★

Solid

9

★★

Below

3

★

Weak

Held by 44 funds

4 elite

Who's Trading

ActivistWellington Management Group LLP5.2%May 15, 2026

ActivistFOFourthstone LLC9.8%May 15, 2026

InsiderSMSCHMIDT MARIANNESell $15KApr 29, 2026

InsiderHMHAMBERGER SCOTT MBuy $30KMar 11, 2026

InsiderHIHILL EDWARD IIIBuy $33KMar 5, 2026

InsiderLCLorey Brandon CraigBuy $12KMar 2, 2026

Sign up to unlock

View all insider tradesView all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (44)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	280,532(-0.9%)	$9.8M	0.0%	+20.80%	0
WELLINGTON MANAGEMENT GROUP LLP	Decreased	280,400(-12.2%)	$9.8M	0.0%	+17.70%	0
ALLIANCEBERNSTEIN L.P.	Decreased	103,716(-15.9%)	$4.1M	0.0%	+17.70%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	103,209(-2.5%)	$3.6M	0.0%	+22.01%	0
STATE STREET CORP	Decreased	84,607(-0.5%)	$3M	0.0%	+11.95%	0
NORTHERN TRUST CORP	Increased	33,838(+5.3%)	$1.2M	0.0%	+22.39%	27
MORGAN STANLEY	Decreased	28,081(-12.1%)	$982,276	0.0%	+17.84%	0
DIMENSIONAL FUND ADVISORS LP	Increased	24,095(+53.2%)	$842,646	0.0%	+0.82%	35
GOLDMAN SACHS GROUP INC	New	19,734	$690,295	0.0%	+7.75%	34
TWO SIGMA INVESTMENTS, LP	Decreased	16,413(-11.2%)	$574,127	0.0%	+13.91%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Unchanged	16,192	$566,396	0.0%	-0.90%	0
Bank of New York Mellon Corp	Decreased	14,823(-5.3%)	$518,506	0.0%	+13.44%	0
WAWealthspire Advisors, LLC	Increased	12,873(+32.1%)	$450,288	0.0%	+20.76%	31
BARCLAYS PLC	Decreased	12,647(-32.4%)	$442,392	0.0%	+17.92%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	12,547(-9.9%)	$438,894	0.0%	+25.64%	0
Trexquant Investment LP	Decreased	11,231(-3.9%)	$392,860	0.0%	-3.24%	0
AQR CAPITAL MANAGEMENT LLC	Decreased	11,107(-27.0%)	$388,528	0.0%	-1.09%	0
COMMONWEALTH EQUITY SERVICES, LLC	Unchanged	11,016	$385,340	0.0%	+13.96%	0
BANK OF AMERICA CORP /DE/	Increased	10,374(+11.7%)	$362,882	0.0%	+12.94%	18
UBS Group AG	Decreased	9,399(-87.1%)	$328,777	0.0%	-4.68%	0

Showing 1-20 of 46

Per page:

1 / 3

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Financial Services stocks held by institutions

VVISA INC

423 holders · $333.9B

MAMASTERCARD INCORPORATED

410 holders · $300.6B

JPMJPMORGAN CHASE & CO

406 holders · $422.8B

BACBANK AMERICA CORP

397 holders · $204.2B

BRK/BBERKSHIRE HATHAWAY INC DEL

392 holders · $307B

COFCAPITAL ONE FINL CORP

381 holders · $76.4B

WFCWELLS FARGO & CO

380 holders · $148.4B

SPGIS&P GLOBAL INC

378 holders · $82.7B

MSMORGAN STANLEY

377 holders · $183.7B

SCHWSCHWAB CHARLES CORP

377 holders · $101.4B

High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer