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Eagle Financial Services Inc (EFSI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Graham Capital Wealth Management, LLC
DECREASED
Shares134,577 from 135,623
Change-1,046 (-1%)
Value$6.1M (+$473.4K)
Filed 2026-10-26
Geode Capital Management, LLC
DECREASED
Shares117,547 from 118,250
Change-703 (-1%)
Value$5.3M (+$422.3K)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares64,033 from 38,580
Change+25,453 (+66%)
Value$2.9M (+$1.3M)
Filed 2026-11-04
Choreo, LLC
UNCHANGED
Shares60,400 from 60,400
Change0 (0%)
Value$2.7M (+$231.9K)
Filed 2026-10-28
Transmarket Holdings LP
NEW
Shares20,619
Change+20,619
Value$934.0K
Filed 2026-10-27
Bank of New York Mellon Corp
INCREASED
Shares19,153 from 15,692
Change+3,461 (+22%)
Value$867.6K (+$217.0K)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares14,720 from 12,251
Change+2,469 (+20%)
Value$666.8K (+$158.9K)
Filed 2026-11-06
ABC Arbitrage SA
NEW
Shares11,301
Change+11,301
Value$511.9K
Filed 2026-10-23
Commonwealth Equity Services, LLC
UNCHANGED
Shares9,879 from 9,879
Change0 (0%)
Value$447.5K (+$37.9K)
Filed 2026-11-02
Reynders McVeigh Capital Management, LLC
DECREASED
Shares8,475 from 9,375
Change-900 (-10%)
Value$383.9K (-$5.1K)
Filed 2026-10-30
R Squared Ltd
NEW
Shares8,187
Change+8,187
Value$370.9K
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares4,147 from 4,694
Change-547 (-12%)
Value$187.9K (-$6.8K)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares3,298 from 3,901
Change-603 (-15%)
Value$149.4K (-$12.1K)
Filed 2026-11-06
Evermay Wealth Management LLC
UNCHANGED
Shares2,609 from 2,609
Change0 (0%)
Value$118.2K (+$10.0K)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares253 from 2,202
Change-1,949 (-89%)
Value$11.5K (-$79.8K)
Filed 2026-11-04
Sterling Capital Management LLC
DECREASED
Shares94 from 96
Change-2 (-2%)
Value$4.3K (+$278)
Filed 2026-10-22
SJS Investment Consulting Inc.
INCREASED
Shares81 from 2
Change+79 (+3950%)
Value$3.7K (+$3.6K)
Filed 2026-10-26
Gamma Investing LLC
INCREASED
Shares81 from 12
Change+69 (+575%)
Value$3.7K (+$3.2K)
Filed 2026-10-08
Parkside Financial Bank & Trust
NEW
Shares57
Change+57
Value$2.6K
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares49 from 39
Change+10 (+26%)
Value$2.2K (+$603)
Filed 2026-10-16
PNC Financial Services Group, Inc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$2.1K (+$180)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares46 from 23
Change+23 (+100%)
Value$2.1K (+$1.1K)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$1.9K ($0)
Filed 2026-11-06
Essential Partners LLC
INCREASED
Shares40 from 31
Change+9 (+29%)
Value$1.8K (+$527)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares38 from 12
Change+26 (+217%)
Value$1.7K (+$1.2K)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares18
Change+18
Value$815
Filed 2026-10-21
True Wealth Design, LLC
INCREASED
Shares14 from 8
Change+6 (+75%)
Value$635 (+$303)
Filed 2026-10-13
Caitong International Asset Management Co., Ltd
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$181 (+$98)
Filed 2026-10-29
Covestor Ltd
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$0 ($0)
Filed 2026-10-30
Clearstead Advisors, LLC
NEW
Shares1
Change+1
Value$46
Filed 2026-11-06
Fortitude Family Office, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$45 (+$4)
Filed 2026-10-14
Cornerstone Planning Group LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$537)
Filed 2026-10-16
BlackRock, Inc.
N/A
Shares— from 345,268
Change-345,268 (-100%)
Value—
Fourthstone LLC
N/A
Shares— from 287,575
Change-287,575 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 279,083
Change-279,083 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 212,734
Change-212,734 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 93,516
Change-93,516 (-100%)
Value—
State Street Corp
N/A
Shares— from 90,307
Change-90,307 (-100%)
Value—
Maltese Capital Management LLC
N/A
Shares— from 65,700
Change-65,700 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 62,357
Change-62,357 (-100%)
Value—
Banc Funds Co LLC
N/A
Shares— from 56,500
Change-56,500 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 51,423
Change-51,423 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 37,063
Change-37,063 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 33,602
Change-33,602 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 31,927
Change-31,927 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 30,455
Change-30,455 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 28,909
Change-28,909 (-100%)
Value—
UBS Group AG
N/A
Shares— from 28,853
Change-28,853 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 27,997
Change-27,997 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 23,627
Change-23,627 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 21,528
Change-21,528 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 20,838
Change-20,838 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 20,001
Change-20,001 (-100%)
Value—
EJF Capital LP
N/A
Shares— from 16,399
Change-16,399 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 16,192
Change-16,192 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 14,282
Change-14,282 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 13,488
Change-13,488 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 12,977
Change-12,977 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 11,345
Change-11,345 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 10,471
Change-10,471 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 9,859
Change-9,859 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 9,711
Change-9,711 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 9,619
Change-9,619 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,461
Change-9,461 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 8,908
Change-8,908 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 6,255
Change-6,255 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 5,501
Change-5,501 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 5,302
Change-5,302 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 3,453
Change-3,453 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 3,083
Change-3,083 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 2,195
Change-2,195 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 739
Change-739 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 487
Change-487 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 469
Change-469 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 468
Change-468 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 415
Change-415 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 248
Change-248 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
FMR LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 65
Change-65 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Status
Graham Capital Wealth Management, LLC
DECREASED134,577135,623-1,046-1%$5.6M$6.1M+$473.4K2026-10-26
Geode Capital Management, LLC
DECREASED117,547118,250-703-1%$4.9M$5.3M+$422.3K2026-11-06
Dimensional Fund Advisors LP
INCREASED64,03338,580+25,453+66%$1.6M$2.9M+$1.3M2026-11-04
Choreo, LLC
UNCHANGED60,40060,40000%$2.5M$2.7M+$231.9K2026-10-28
Transmarket Holdings LP
NEW20,619—+20,619——$934.0K—2026-10-27
Bank of New York Mellon Corp
INCREASED19,15315,692+3,461+22%$650.6K$867.6K+$217.0K2026-11-05
Barclays PLC
INCREASED14,72012,251+2,469+20%$507.9K$666.8K+$158.9K2026-11-06
ABC Arbitrage SA
NEW11,301—+11,301——$511.9K—2026-10-23
Commonwealth Equity Services, LLC
UNCHANGED9,8799,87900%$409.6K$447.5K+$37.9K2026-11-02
Reynders McVeigh Capital Management, LLC
DECREASED8,4759,375-900-10%$389.0K$383.9K-$5.1K2026-10-30
R Squared Ltd
NEW8,187—+8,187——$370.9K—2026-11-06
Deutsche Bank Ag\
DECREASED4,1474,694-547-12%$194.6K$187.9K-$6.8K2026-11-06
Russell Investments Group, Ltd.
DECREASED3,2983,901-603-15%$161.5K$149.4K-$12.1K2026-11-06
Evermay Wealth Management LLC
UNCHANGED2,6092,60900%$108.2K$118.2K+$10.0K2026-11-05
Citigroup Inc
DECREASED2532,202-1,949-89%$91.3K$11.5K-$79.8K2026-11-04
Sterling Capital Management LLC
DECREASED9496-2-2%$4.0K$4.3K+$2782026-10-22
SJS Investment Consulting Inc.
INCREASED812+79+3950%$83$3.7K+$3.6K2026-10-26
Gamma Investing LLC
INCREASED8112+69+575%$498$3.7K+$3.2K2026-10-08
Parkside Financial Bank & Trust
NEW57—+57——$2.6K—2026-10-27
IFP Advisors, Inc
INCREASED4939+10+26%$1.6K$2.2K+$6032026-10-16
PNC Financial Services Group, Inc.
UNCHANGED474700%$1.9K$2.1K+$1802026-11-06
EverSource Wealth Advisors, LLC
INCREASED4623+23+100%$953$2.1K+$1.1K2026-11-04
Allworth Financial LP
UNCHANGED464600%$1.9K$1.9K$02026-11-06
Essential Partners LLC
INCREASED4031+9+29%$1.3K$1.8K+$5272026-10-14
Farther Finance Advisors, LLC
INCREASED3812+26+217%$495$1.7K+$1.2K2026-10-08
Root Financial Partners, LLC
NEW18—+18——$815—2026-10-21
True Wealth Design, LLC
INCREASED148+6+75%$332$635+$3032026-10-13
Caitong International Asset Management Co., Ltd
INCREASED42+2+100%$83$181+$982026-10-29
Covestor Ltd
INCREASED32+1+50%$0$0$02026-10-30
Clearstead Advisors, LLC
NEW1—+1——$46—2026-11-06
Fortitude Family Office, LLC
UNCHANGED1100%$41$45+$42026-10-14
Cornerstone Planning Group LLC
CLOSED013-13-100%$537$0-$5372026-10-16
BlackRock, Inc.
N/A—345,268-345,268-100%$14.3M———
Fourthstone LLC
N/A—287,575-287,575-100%$11.9M———
Wellington Management Group LLP
N/A—279,083-279,083-100%$11.6M———
Vanguard Capital Management LLC
N/A—212,734-212,734-100%$8.8M———
Alliancebernstein L.P.
N/A—93,516-93,516-100%$3.3M———
State Street Corp
N/A—90,307-90,307-100%$3.7M———
Maltese Capital Management LLC
N/A—65,700-65,700-100%$2.7M———
Two Sigma Investments, LP
N/A—62,357-62,357-100%$2.6M———
Banc Funds Co LLC
N/A—56,500-56,500-100%$2.3M———
Marshall Wace, LLP
N/A—51,423-51,423-100%$2.1M———
Northern Trust Corp
N/A—37,063-37,063-100%$1.5M———
Citadel Advisors LLC
N/A—33,602-33,602-100%$1.4M———
Vanguard Portfolio Management LLC
N/A—31,927-31,927-100%$1.3M———
Vanguard Fiduciary Trust Co
N/A—30,455-30,455-100%$1.3M———
Susquehanna International Group, LLP
N/A—28,909-28,909-100%$1.2M———
UBS Group AG
N/A—28,853-28,853-100%$1.2M———
Morgan Stanley
N/A—27,997-27,997-100%$1.2M———
Trexquant Investment LP
N/A—23,627-23,627-100%$979.6K———
Goldman Sachs Group Inc
N/A—21,528-21,528-100%$892.6K———
HRT Financial LP
N/A—20,838-20,838-100%$863.0K———
AQR Capital Management LLC
N/A—20,001-20,001-100%$829.3K———
EJF Capital LP
N/A—16,399-16,399-100%$679.9K———
United Capital Financial Advisors, LLC
N/A—16,192-16,192-100%$671.3K———
Acadian Asset Management LLC
N/A—14,282-14,282-100%$589.0K———
Charles Schwab Investment Management Inc
N/A—13,488-13,488-100%$559.2K———
Wealthspire Advisors, LLC
N/A—12,977-12,977-100%$538.0K———
Nuveen, LLC
N/A—11,345-11,345-100%$470.4K———
Expressive Wealth LLC
N/A—10,471-10,471-100%$434.1K———
American Century Companies Inc
N/A—9,859-9,859-100%$408.8K———
XTX Topco Ltd
N/A—9,711-9,711-100%$402.6K———
Wells Fargo & Company
N/A—9,619-9,619-100%$398.8K———
Bank of America Corp
N/A—9,461-9,461-100%$392.3K———
Quadrature Capital Ltd
N/A—8,908-8,908-100%$369.3K———
Howe & Rusling Inc
N/A—6,500-6,500-100%$269.5K———
Bridgeway Capital Management, LLC
N/A—6,255-6,255-100%$259.3K———
Occudo Quantitative Strategies LP
N/A—5,501-5,501-100%$228.1K———
SEI Investments Co
N/A—5,302-5,302-100%$219.8K———
Rhumbline Advisers
N/A—3,453-3,453-100%$143.2K———
MetLife Investment Management, LLC
N/A—3,083-3,083-100%$127.8K———
New York State Common Retirement Fund
N/A—2,400-2,400-100%$99.5K———
Vanguard Global Advisers, LLC
N/A—2,241-2,241-100%$92.9K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—2,195-2,195-100%$91.0K———
JPMorgan Chase & Co
N/A—2,124-2,124-100%$87.2K———
Police & Firemen's Retirement System of New Jersey
N/A—1,040-1,040-100%$43.1K———
Tower Research Capital LLC (TRC)
N/A—739-739-100%$30.6K———
BNP Paribas Financial Markets
N/A—487-487-100%$20.2K———
Ameritas Investment Partners, Inc.
N/A—469-469-100%$19.4K———
Royal Bank of Canada
N/A—468-468-100%$20.0K———
Legal & General Group Plc
N/A—415-415-100%$17.2K———
Arax Advisory Partners
N/A—248-248-100%$10.3K———
UBS Asset Management Americas LLC
N/A—172-172-100%$7.1K———
FMR LLC
N/A—109-109-100%$4.5K———
California State Teachers Retirement System
N/A—65-65-100%$2.7K———
Rothschild Investment LLC
N/A—11-11-100%$456———
Showing 86 of 86 institutions