EFSI — EAGLE FINL SVCS INC
As of Q2 2026, 21 SEC-registered investment managers reported holding EFSI (EAGLE FINL SVCS INC) in their latest 13F filings, with a combined reported value of $44.91M across 1.08M shares. That is +26.6% by share count (+227.58K shares) versus the previous quarter, while reported value moved +50.0%. Ownership is concentrated: the five largest holders account for 79.1% of reported value and the top ten for 92.8%.
Compared with the prior quarter, 1 opened new positions, 15 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
EFSI is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 345.27K | $14.31M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 302.05K | $12.02M | 0.00% | Reduce |
| Wellington Management Group history | Q2 2026 | 279.08K | $11.57M | 0.00% | Hold |
| Geode Capital Management history | Q2 2026 | 118.25K | $4.90M | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 62.36K | $2.59M | 0.00% | Add |
| Marshall Wace history | Q2 2026 | 51.42K | $2.13M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 37.06K | $1.54M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 33.60K | $1.39M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 28.85K | $1.20M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 28.00K | $1.16M | 0.00% | Hold |
| Goldman Sachs Group history | Q2 2026 | 21.53K | $892.55K | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 20.00K | $829.25K | 0.00% | Add |
| Soros Fund Management history | Q1 2025 | 25.00K | $819.75K | 0.01% | New |
| BNY Mellon history | Q2 2026 | 15.69K | $650.61K | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 13.49K | $559.21K | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 9.62K | $398.80K | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 9.46K | $392.25K | 0.00% | Reduce |
| Millennium Management history | Q1 2026 | 7.88K | $275.75K | 0.00% | Add |
| Deutsche Bank AG history | Q2 2026 | 4.69K | $194.61K | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 2.20K | $91.30K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.12K sh · $87.21K
Fully Exited (vs previous quarter)
- Millennium Management sold 7.88K sh · $275.75K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|
| BlackRock Inc | 66.77K | 260.17K | 271.00K | 282.97K | 280.53K | 345.27K |
| Wellington Management Group | 335.67K | 335.67K | 329.39K | 319.27K | 280.40K | 279.08K |
| Geode Capital Management | 42.81K | 106.57K | 107.77K | 105.88K | 103.21K | 118.25K |
| Two Sigma Investments | — | 15.68K | 25.48K | 18.49K | 16.41K | 62.36K |
| Marshall Wace | 23.22K | — | — | — | 7.74K | 51.42K |
| Northern Trust Corp | 9.67K | 34.17K | 33.97K | 32.12K | 33.84K | 37.06K |
| Citadel Advisors | — | 39.45K | 16.85K | 5.06K | 7.42K | 33.60K |
| UBS Group AG | 63 | 5.86K | 2.41K | 73.09K | 9.40K | 28.85K |
| Morgan Stanley | 18.59K | 29.82K | 29.27K | 31.95K | 28.08K | 28.00K |
| Goldman Sachs Group | 8.74K | 8.06K | — | — | 19.73K | 21.53K |
| AQR Capital Management | — | — | 14.62K | 15.22K | 11.11K | 20.00K |
| BNY Mellon | — | 10.35K | 11.34K | 15.64K | 14.82K | 15.69K |
| Charles Schwab Investment Management | — | 13.93K | 13.93K | 13.93K | 12.55K | 13.49K |
| Wells Fargo & Co | 9.19K | 10.08K | 10.31K | 10.77K | 7.36K | 9.62K |
| Bank of America Corp | 3.96K | 6.88K | 8.06K | 9.29K | 10.37K | 9.46K |
| Deutsche Bank AG | — | — | 2.44K | 2.35K | 4.08K | 4.69K |
| Citigroup Inc | — | 1.55K | 60 | 104 | 214 | 2.20K |
| JPMorgan Chase & Co | — | 2.18K | 1.87K | 2.33K | — | 2.12K |
| Legal & General Investment Management America | — | 415 | 415 | 415 | 415 | 415 |
| Fidelity Management & Research (FMR) | — | 4 | 48 | 271 | 109 | 109 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details