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EFSI — EAGLE FINL SVCS INC

Reported value held$58.03M
Funds holding (latest)24
SectorFinancials
Funds holding (Q2 2026)21
Institutional value$44.91M · 1.08M sh
New / Add / Cut / Exit1 / 15 / 1 / 1
Top-5 / Top-10 concentration79.1% / 92.8%
Institutional holdings change Accumulating +26.6% (+227.58K sh)
Institutional value change Up +50.0%

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.

FundQuarterSharesValuePortfolio WeightChange
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

View all 24 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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

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