EAGLE FINL SVCS INC (EFSI)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
79
Reporting holders
$99.7M
Reported value
44.7%
Of shares outstanding
0.0%
Held as options
+6
Holder change
Institutions report 2,418,904 shares against 5,411,615 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $14.3M | 345,268 | 0.00% | 6q | +23.1%+$2.7M |
| Fourthstone LLC | $11.9M | 287,575 | 8.49% | 6q | -46.0%-$10.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $11.6M | 279,083 | 0.00% | 6q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $8.8M | 212,734 | 0.00% | 2q | -12.7%-$1.3M |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | $5.6M | 135,623 | 4.35% | 5q | -1.0%-$58.5K |
| GEODE CAPITAL MANAGEMENT, LLC | $4.9M | 118,250 | 0.00% | 6q | +14.6%+$623.7K |
| STATE STREET CORP | $3.7M | 90,307 | 0.00% | 5q | +6.7%+$236.3K |
| ALLIANCEBERNSTEIN L.P. | $3.3M | 93,516 | 0.00% | 6q | -9.8%-$356.8K |
| MALTESE CAPITAL MANAGEMENT LLC | $2.7M | 65,700 | 0.50% | 6q | -38.7%-$1.7M |
| TWO SIGMA INVESTMENTS, LP | $2.6M | 62,357 | 0.00% | 5q | +279.9%+$1.9M |
| CHOREO, LLC | $2.5M | 60,400 | 0.03% | 5q | HELD |
| BANC FUNDS CO LLC | $2.3M | 56,500 | 0.39% | 6q | -13.1%-$352.4K |
| MARSHALL WACE, LLP | $2.1M | 51,423 | 0.00% | 2q | +564.2%+$1.8M |
| DIMENSIONAL FUND ADVISORS LP | $1.6M | 38,580 | 0.00% | 4q | +60.1%+$600.5K |
| NORTHERN TRUST CORP | $1.5M | 37,063 | 0.00% | 6q | +9.5%+$133.7K |
| CITADEL ADVISORS LLC | $1.4M | 33,602 | 0.00% | 5q | +353.0%+$1.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3M | 31,927 | 0.00% | 2q | +20.2%+$222.1K |
| VANGUARD FIDUCIARY TRUST CO | $1.3M | 30,455 | 0.00% | 2q | +0.8%+$10.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 28,909 | 0.00% | new | NEW |
| UBS Group AG | $1.2M | 28,853 | 0.00% | 6q | +207.0%+$806.6K |
| MORGAN STANLEY | $1.2M | 27,997 | 0.00% | 6q | HELD |
| Trexquant Investment LP | $979.6K | 23,627 | 0.01% | 4q | +110.4%+$513.9K |
| GOLDMAN SACHS GROUP INC | $892.6K | 21,528 | 0.00% | 2q | +9.1%+$74.4K |
| AQR CAPITAL MANAGEMENT LLC | $829.2K | 20,001 | 0.00% | 4q | +80.1%+$368.7K |
| EJF Capital LP | $679.9K | 16,399 | 0.45% | 6q | -31.4%-$311.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $671.3K | 16,192 | 0.00% | 4q | HELD |
| Bank of New York Mellon Corp | $650.6K | 15,692 | 0.00% | 5q | +5.9%+$36.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $559.2K | 13,488 | 0.00% | 5q | +7.5%+$39.0K |
| Sixth Street Partners Management Company, L.P. | $559.2K | 13,488 | 0.00% | new | NEW |
| Wealthspire Advisors, LLC | $538.0K | 12,977 | 0.00% | 5q | +0.8%+$4.3K |
| BARCLAYS PLC | $507.9K | 12,251 | 0.00% | 5q | -3.1%-$16.4K |
| Nuveen, LLC | $470.4K | 11,345 | 0.00% | new | NEW |
| Expressive Wealth LLC | $434.1K | 10,471 | 0.41% | 3q | -8.5%-$40.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $409.6K | 9,879 | 0.00% | 6q | -10.3%-$47.1K |
| AMERICAN CENTURY COMPANIES INC | $408.8K | 9,859 | 0.00% | new | NEW |
| XTX Topco Ltd | $402.6K | 9,711 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $398.8K | 9,619 | 0.00% | 6q | -34.6%-$211.4K |
| BANK OF AMERICA CORP /DE/ | $392.3K | 9,461 | 0.00% | 6q | -8.8%-$37.9K |
| Quadrature Capital Ltd | $369.3K | 8,908 | 0.00% | new | NEW |
| HOWE & RUSLING INC | $269.5K | 6,500 | 0.02% | 4q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $259.3K | 6,255 | 0.00% | new | NEW |
| OCCUDO QUANTITATIVE STRATEGIES LP | $228.1K | 5,501 | 0.01% | new | NEW |
| SEI INVESTMENTS CO | $219.8K | 5,302 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $194.6K | 4,694 | 0.00% | 4q | +14.9%+$25.2K |
| Russell Investments Group, Ltd. | $161.5K | 3,901 | 0.00% | 4q | +390.1%+$128.5K |
| RHUMBLINE ADVISERS | $143.2K | 3,453 | 0.00% | 5q | +4.4%+$6.0K |
| MetLife Investment Management, LLC | $127.8K | 3,083 | 0.00% | 5q | HELD |
| EVERMAY WEALTH MANAGEMENT LLC | $108.2K | 2,609 | 0.01% | 6q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $99.5K | 2,400 | 0.00% | 5q | HELD |
| Vanguard Global Advisers, LLC | $92.9K | 2,241 | 0.00% | 2q | -23.8%-$29.0K |
| CITIGROUP INC | $91.3K | 2,202 | 0.00% | 5q | +929.0%+$82.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $91.0K | 2,195 | 0.00% | 4q | -1.8%-$1.7K |
| JPMORGAN CHASE & CO | $87.2K | 2,124 | 0.00% | 5q | +11.3%+$8.9K |
| Police & Firemen's Retirement System of New Jersey | $43.1K | 1,040 | 0.00% | 5q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $35.4K | 853 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $30.6K | 739 | 0.00% | 4q | -42.5%-$22.6K |
| BNP PARIBAS FINANCIAL MARKETS | $20.2K | 487 | 0.00% | 5q | -43.4%-$15.5K |
| ROYAL BANK OF CANADA | $20.0K | 468 | 0.00% | 5q | +40.1%+$5.7K |
| Ameritas Investment Partners, Inc. | $19.4K | 469 | 0.00% | 5q | HELD |
| Legal & General Group Plc | $17.2K | 415 | 0.00% | 5q | HELD |
| Arax Advisory Partners | $10.3K | 248 | 0.00% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7.1K | 172 | 0.00% | 3q | HELD |
| FMR LLC | $4.5K | 109 | 0.00% | 5q | HELD |
| Sterling Capital Management LLC | $4.0K | 96 | 0.00% | 5q | -34.2%-$2.1K |
| Integrated Wealth Concepts LLC | $3.4K | 81 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $1.9K | 47 | 0.00% | 4q | +261.5%+$1.4K |
| Allworth Financial LP | $1.9K | 46 | 0.00% | 4q | +119.0%+$1.0K |
| IFP Advisors, Inc | $1.6K | 39 | 0.00% | 4q | +105.3% |
| Essential Partners LLC | $1.3K | 31 | 0.00% | 4q | -59.7%-$1.9K |
| EverSource Wealth Advisors, LLC | $953 | 23 | 0.00% | 4q | +21.1% |
| HRT FINANCIAL LP | $863 | 20,838 | 0.00% | new | NEW |
| ACADIAN ASSET MANAGEMENT LLC | $589 | 14,282 | 0.00% | new | NEW |
| Cornerstone Planning Group LLC | $537 | 13 | 0.00% | 2q | HELD |
| GAMMA Investing LLC | $498 | 12 | 0.00% | 2q | +100.0% |
| Farther Finance Advisors, LLC | $495 | 12 | 0.00% | 3q | +100.0% |
| ROTHSCHILD INVESTMENT LLC | $456 | 11 | 0.00% | 4q | +175.0% |
| True Wealth Design, LLC | $332 | 8 | 0.00% | 4q | +60.0% |
| SJS Investment Consulting Inc. | $83 | 2 | 0.00% | 3q | HELD |
| Caitong International Asset Management Co., Ltd | $83 | 2 | 0.00% | new | NEW |
| Fortitude Family Office, LLC | $41 | 1 | 0.00% | new | NEW |
| Covestor Ltd | $0 | 2 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Fourthstone LLCwith 5 co-filers | 5.3% |
| 2026-07-31 | 13G/A | Vanguard Capital Management | 4.5% |
| 2026-07-28 | 13G/A | BlackRock, Inc. | 6.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 79 | $99.7M | 2,418,904 | 15 | 31 | 18 | 0.0% |
| Q1 2026 | 73 | $85.1M | 2,417,285 | 7 | 17 | 26 | 0.0% |
| Q4 2025 | 65 | $98.2M | 2,468,582 | 5 | 18 | 25 | 0.0% |
| Q3 2025 | 60 | $90.1M | 2,380,835 | 21 | 15 | 14 | 0.0% |
| Q2 2025 | 44 | $71.0M | 2,317,322 | 24 | 10 | 7 | 0.0% |
| Q1 2025 | 29 | $70.5M | 2,148,992 | 29 | 0 | 0 | 0.0% |
| Q4 2023 | 1 | $328 | 10,944 | 0 | 0 | 1 | 0.0% |
| Q3 2023 | 1 | $557 | 17,470 | 0 | 0 | 1 | 0.0% |
| Q2 2023 | 1 | $1.3K | 44,034 | 0 | 0 | 1 | 0.0% |
| Q1 2023 | 1 | $1.6K | 46,620 | 0 | 0 | 0 | 0.0% |
| Q4 2022 | 1 | $1.7K | 46,620 | 0 | 0 | 0 | 0.0% |
| Q3 2022 | 1 | $1.7M | 46,620 | 0 | 0 | 0 | 0.0% |
| Q2 2022 | 1 | $1.7M | 46,620 | 0 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $1.7M | 46,620 | 0 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $1.6M | 46,620 | 0 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $1.6M | 46,620 | 0 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $1.6M | 46,620 | 0 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $1.5M | 46,620 | 0 | 1 | 0 | 0.0% |
| Q4 2020 | 2 | $1.6M | 53,089 | 0 | 0 | 1 | 0.0% |
| Q3 2020 | 2 | $1.4M | 55,133 | 0 | 0 | 1 | 0.0% |
| Q2 2020 | 2 | $1.6M | 61,865 | 0 | 0 | 1 | 0.0% |
| Q1 2020 | 2 | $1.6M | 66,865 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 2 | $2.1M | 66,865 | 0 | 1 | 0 | 0.0% |
| Q3 2019 | 2 | $1.2M | 41,865 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 3 | $1.1M | 42,475 | 0 | 0 | 1 | 0.0% |
| Q1 2019 | 3 | $1.5M | 47,475 | 0 | 0 | 1 | 0.0% |
| Q4 2018 | 3 | $1.5M | 47,625 | 0 | 0 | 0 | 0.0% |