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Eagle Financial Services Inc (EFSI)

CUSIP: 26951R104 | NYSE | Financial Services · Banks - Regional | Micro Cap | 112 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Graham Capital Wealth Management, LLC134,577
4.8% of portfolio›$6.1M
Dimensional Fund Advisors LP64,033
0.0% of portfolio›$2.9M
Choreo, LLC60,400
0.0% of portfolio›$2.7M
Transmarket Holdings LP20,619
0.5% of portfolio›$934.0K
Bank of New York Mellon Corp19,153
0.0% of portfolio›$867.6K
ABC Arbitrage SA11,301
0.1% of portfolio›$511.9K
Commonwealth Equity Services, LLC9,879
0.0% of portfolio›$447.5K
Reynders McVeigh Capital Management, LLC8,475
0.0% of portfolio›$383.9K
Evermay Wealth Management LLC2,609
0.0% of portfolio›$118.2K
Citigroup Inc253
0.0% of portfolio›$11.5K
Sterling Capital Management LLC94
0.0% of portfolio›$4.3K
SJS Investment Consulting Inc.81
0.0% of portfolio›$3.7K
Gamma Investing LLC81
0.0% of portfolio›$3.7K
Parkside Financial Bank & Trust57
0.0% of portfolio›$2.6K
IFP Advisors, Inc49
0.0% of portfolio›$2.2K
EverSource Wealth Advisors, LLC46
0.0% of portfolio›$2.1K
Essential Partners LLC40
0.0% of portfolio›$1.8K
Farther Finance Advisors, LLC38
0.0% of portfolio›$1.7K
Root Financial Partners, LLC18
0.0% of portfolio›$815
True Wealth Design, LLC14
0.0% of portfolio›$635
Caitong International Asset Management Co., Ltd4
0.0% of portfolio›$181
Covestor Ltd3
0.0% of portfolio›$0
Fortitude Family Office, LLC1
0.0% of portfolio›$45
StyleTurnoverLocationFiled
Graham Capital Wealth Management, LLC
134,577$6.1M4.8%YieldHighWashington, DC2026-10-26
Dimensional Fund Advisors LP
64,033$2.9M0.0%IndexLowAustin, TX2026-11-04
Choreo, LLC
60,400$2.7M0.0%IndexLowRockford, IL2026-10-28
Transmarket Holdings LP
20,619$934.0K0.5%Deep ValueVery HighChicago, IL2026-10-27
Bank of New York Mellon Corp
19,153$867.6K0.0%CoreLowNew York, NY2026-11-05
ABC Arbitrage SA
11,301$511.9K0.1%YieldVery HighParis, India2026-10-23
Commonwealth Equity Services, LLC
9,879$447.5K0.0%ETFLowWaltham, MA2026-11-02
Reynders McVeigh Capital Management, LLC
8,475$383.9K0.0%GrowthLowBoston, MA2026-10-30
Evermay Wealth Management LLC
2,609$118.2K0.0%ETFLowArlington, VA2026-11-05
Citigroup Inc
253$11.5K0.0%CoreMediumNew York, NY2026-11-04
Sterling Capital Management LLC
94$4.3K0.0%GARPMediumCharlotte, NC2026-10-22
SJS Investment Consulting Inc.
81$3.7K0.0%ETFVery LowSylvania, OH2026-10-26
Gamma Investing LLC
81$3.7K0.0%IndexVery LowFoster City, CA2026-10-08
Parkside Financial Bank & Trust
57$2.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
IFP Advisors, Inc
49$2.2K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
46$2.1K0.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
40$1.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Farther Finance Advisors, LLC
38$1.7K0.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
18$8150.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
14$6350.0%ETFMediumAkron, OH2026-10-13
Caitong International Asset Management Co., Ltd
4$1810.0%GrowthVery HighHong Kong, South Korea2026-10-29
Covestor Ltd
3$00.0%ValueHighLondon, United Kingdom2026-10-30
Fortitude Family Office, LLC
1$450.0%ETFMediumScottsdale, AZ2026-10-14