Vault-13

EAGLE FINL SVCS INC EFSI

COM · Common Stock · CUSIP 26951R104

80 institutional holders +6 vs Q1 2026
2,438,7242.4m shares reported held*
45.1% of all shares outstanding*
$100.5mreported value*
15 new 32 added 20 reduced 6 sold out net bought ≈ $1.3m (+30.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($42.2k this quarter). Holder counts are more reliable. Shares outstanding: 5.4m as of 2026-08-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $41.21.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 1Q4 22: 2Q1 23: 1Q2 23: 1Q3 23: 1Q4 23: 1Q1 24: 0Q2 24: 0Q3 24: 0Q4 24: 0Q1 25: 31Q2 25: 49Q3 25: 65Q4 25: 69Q1 26: 74Q2 26: 8080Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20221
Q4 20222
Q1 20231
Q2 20231
Q3 20231
Q4 20231
Q1 20240
Q2 20240
Q3 20240
Q4 20240
Q1 202531
Q2 202549
Q3 202565
Q4 202569
Q1 202674
Q2 202680

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 23: 0 bought or addedQ3 23: 1 cut or sold outQ4 23: 0 bought or addedQ4 23: 1 cut or sold outQ4 23Q1 24: 0 bought or addedQ1 24: 1 cut or sold outQ2 25: 37 bought or addedQ2 25: 16 cut or sold outQ2 25Q3 25: 39 bought or addedQ3 25: 21 cut or sold outQ4 25: 23 bought or addedQ4 25: 32 cut or sold outQ4 25Q1 26: 23 bought or addedQ1 26: 33 cut or sold outQ2 26: 47 bought or addedQ2 26: 26 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202301
Q4 202301
Q1 202401
Q2 20253716
Q3 20253921
Q4 20252332
Q1 20262333
Q2 20264726

Biggest buyers

BlackRock, Inc. Added +64,736+64.7k
TWO SIGMA INVESTMENTS, LP Added +45,944+45.9k
MARSHALL WACE, LLP Added +43,681+43.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +28,909+28.9k
CITADEL ADVISORS LLC Added +26,184+26.2k
HRT FINANCIAL LP New +20,838+20.8k
UBS Group AG Added +19,454+19.5k
GEODE CAPITAL MANAGEMENT, LLC Added +15,041+15.0k
DIMENSIONAL FUND ADVISORS LP Added +14,485+14.5k
ACADIAN ASSET MANAGEMENT LLC New +14,282+14.3k

Biggest sellers

Fourthstone LLC Reduced -244,624-244.6k
MALTESE CAPITAL MANAGEMENT LLC Reduced -41,445-41.4k
VANGUARD CAPITAL MANAGEMENT LLC Reduced -31,008-31.0k
ALLIANCEBERNSTEIN L.P. Reduced -10,200-10.2k
BANC FUNDS CO LLC Reduced -8,500-8.5k
MILLENNIUM MANAGEMENT LLC Sold out -7,883-7.9k
EJF Capital LP Reduced -7,511-7.5k
Mariner, LLC Sold out -7,356-7.4k
Daytona Street Capital LLC Sold out -1,500-1.5k
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC Reduced -1,412-1.4k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution +1.1 pts · filed 2026-07-28 6.3% +1.1 pts 342.1k≈ $14.2m 2026-07-28
Fourthstone LLC 13G · institution -4.5 pts · filed 2026-08-14 5.3% -4.5 pts 287.6k≈ $11.9m 2026-08-14
WELLINGTON MANAGEMENT GROUP LLP 13G · institution -1.1 pts · filed 2026-05-15 5.2% -1.1 pts 280.4k≈ $11.6m 2026-05-15

Fell to 5% or below in the last year: VANGUARD CAPITAL MANAGEMENT LLC (4.5%, 2026-07-31), VANGUARD GROUP INC (0.0%, 2026-03-26)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
40040Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 21 buyingQ1 25: 1 sellingQ1 25Q2 25: 2 buyingQ2 25: 0 sellingQ3 25: 1 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 2 sellingQ1 26: 3 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 1 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 202521$465.2k1$14.4k—
Q2 20252$80.2k0——
Q3 20251$10.0k0——
Q4 20250—2$217.9k—
Q1 20263$131.3k0——
Q2 20260—1$14.7k—
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-04-29 SCHMIDT MARIANNE EXECUTIVE OFFICER Sold 388 $37.95 $14.7k388 shares -9%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 345,268345.3k $14.3m $14.3m 0.00% Added +64.7k +64,736
2 Fourthstone LLC 8.49% of their portfolio ST LOUIS, MO 287,575287.6k $11.9m $11.9m 8.49% Reduced -244.6k -244,624
3 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 279,083279.1k $11.6m $11.6m 0.00% Reduced -1.3k -1,317
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 212,734212.7k $8.8m $8.8m 0.00% Reduced -31.0k -31,008
5 GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 4.35% of their portfolio WASHINGTON, DC 135,623135.6k $5.6m $5.6m 4.35% Reduced -1.4k -1,412
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 118,250118.2k $4.9m $4.9m 0.00% Added +15.0k +15,041
7 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 93,51693.5k $3.3m $3.3m 0.00% Reduced -10.2k -10,200
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 90,30790.3k $3.7m $3.7m 0.00% Added +5.7k +5,700
9 MALTESE CAPITAL MANAGEMENT LLC 0.50% of their portfolio New York, NY 65,70065.7k $2.7m $2.7m 0.50% Reduced -41.4k -41,445
10 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 62,35762.4k $2.6m $2.6m 0.00% Added +45.9k +45,944
11 CHOREO, LLC 0.03% of their portfolio ROCKFORD, IL 60,40060.4k $2.5m $2.5m 0.03% Unchanged
12 BANC FUNDS CO LLC 0.39% of their portfolio CHICAGO, IL 56,50056.5k $2.3m $2.3m 0.39% Reduced -8.5k -8,500
13 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 51,42351.4k $2.1m $2.1m 0.00% Added +43.7k +43,681
14 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 38,58038.6k $1.6m $1.6m 0.00% Added +14.5k +14,485
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 37,06337.1k $1.5m $1.5m 0.00% Added +3.2k +3,225
16 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 33,60233.6k $1.4m $1.4m 0.00% Added +26.2k +26,184
17 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 31,92731.9k $1.3m $1.3m 0.00% Added +5.4k +5,357
18 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 30,45530.5k $1.3m $1.3m 0.00% Added +253 +253
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 28,90928.9k $1.2m $1.2m 0.00% New
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 28,85328.9k $1.2m $1.2m 0.00% Added +19.5k +19,454
21 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 27,99728.0k $1.2m $1.2m 0.00% Reduced -84 -84
22 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 23,62723.6k $979.6k $979.6k 0.01% Added +12.4k +12,396
23 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 21,52821.5k $892.6k $892.6k 0.00% Added +1.8k +1,794
24 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 20,83820.8k $863.0k $863.0k 0.00% New
25 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 20,00120.0k $829.2k $829.2k 0.00% Added +8.9k +8,894
26 EJF Capital LP 0.45% of their portfolio Arlington, VA 16,39916.4k $679.9k $679.9k 0.45% Reduced -7.5k -7,511
27 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 16,19216.2k $671.3k $671.3k 0.00% Unchanged
28 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 15,69215.7k $650.6k $650.6k 0.00% Added +869 +869
29 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 14,28214.3k $589.0k $589.0k 0.00% New
30 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 13,48813.5k $559.2k $559.2k 0.00% Added +941 +941
31 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 12,97713.0k $538.0k $538.0k 0.00% Added +104 +104
32 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 12,25112.3k $507.9k $507.9k 0.00% Reduced -396 -396
33 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 11,34511.3k $470.4k $470.4k 0.00% New
34 Expressive Wealth LLC 0.41% of their portfolio CHICAGO, IL 10,47110.5k $434.1k $434.1k 0.41% Reduced -968 -968
35 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,8799.9k $409.6k $409.6k 0.00% Reduced -1.1k -1,137
36 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 9,8599.9k $408.8k $408.8k 0.00% New
37 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 9,7119.7k $402.6k $402.6k 0.01% New
38 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 9,6199.6k $398.8k $398.8k 0.00% Added +2.3k +2,260
39 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 9,4619.5k $392.3k $392.3k 0.00% Reduced -913 -913
40 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 8,9088.9k $369.3k $369.3k 0.00% New
41 HOWE & RUSLING INC 0.02% of their portfolio ROCHESTER, NY 6,5006.5k $269.5k $269.5k 0.02% Unchanged
42 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 6,2556.3k $259.3k $259.3k 0.00% New
43 OCCUDO QUANTITATIVE STRATEGIES LP 0.01% of their portfolio FORT LAUDERDALE, FL 5,5015.5k $228.1k $228.1k 0.01% New
44 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 5,3025.3k $219.8k $219.8k 0.00% New
45 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 4,6944.7k $194.6k $194.6k 0.00% Added +609 +609
46 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 3,9013.9k $161.5k $161.5k 0.00% Added +3.1k +3,105
47 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 3,4533.5k $143.2k $143.2k 0.00% Added +144 +144
48 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 3,0833.1k $127.8k $127.8k 0.00% Unchanged
49 EVERMAY WEALTH MANAGEMENT LLC 0.01% of their portfolio ARLINGTON, VA 2,6092.6k $108.2k $108.2k 0.01% Unchanged
50 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 2,4002.4k $99.5k $99.5k 0.00% Unchanged
51 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 2,2412.2k $92.9k $92.9k 0.00% Reduced -700 -700
52 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 2,2022.2k $91.3k $91.3k 0.00% Added +2.0k +1,988
53 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 2,1952.2k $91.0k $91.0k 0.00% Reduced -40 -40
54 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,1242.1k $87.2k $87.2k 0.00% Added +216 +216
55 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 1,0401.0k $43.1k $43.1k 0.00% Unchanged
56 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 739739 $30.6k $30.6k 0.00% Reduced -546 -546
57 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 487487 $20.2k $20.2k 0.00% Reduced -374 -374
58 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 469469 $19.4k $19.4k 0.00% Unchanged
59 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 468468 $20.0k $20.0k 0.00% Added +134 +134
60 Legal & General Group Plc 0.00% of their portfolio London, X0 415415 $17.2k $17.2k 0.00% Unchanged
61 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 248248 $10.3k $10.3k 0.00% New
62 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 172172 $7.1k $7.1k 0.00% Unchanged
63 FMR LLC 0.00% of their portfolio BOSTON, MA 109109 $4.5k $4.5k 0.00% Unchanged
64 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 9696 $4.0k $4.0k 0.00% Reduced -50 -50
65 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 8181 $3.4k $3.4k 0.00% New
66 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 6565 $2.7k $2.7k 0.00% Reduced -183 -183
67 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 4747 $1.9k $1.9k 0.00% Added +34 +34
68 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4646 $1.9k $1.9k 0.00% Added +25 +25
69 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3939 $1.6k $1.6k 0.00% Added +20 +20
70 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 3131 $1.3k $1.3k 0.00% Reduced -46 -46
71 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 2323 $953 $953 0.00% Added +4 +4
72 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 1313 $537 $537 0.00% Unchanged
73 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1212 $495 $495 0.00% Added +6 +6
74 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 1212 $498 $498 0.00% Added +6 +6
75 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 1111 $456 $456 0.00% Added +7 +7
76 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 88 $332 $332 0.00% Added +3 +3
77 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 22 $83 $83 0.00% Unchanged
78 Covestor Ltd 0.00% of their portfolio LONDON, X0 22 $0 $0 0.00% New
79 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 22 $83 $83 0.00% New
80 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 11 $41 $41 0.00% New