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Eagle Financial Services, Inc. (EFSI) institutional ownership

Latest close $41.26 Jul 28, 2026
Market cap$178M 52-week range SectorFinancial Services
Funds holding · Q1 2026
58
reported EFSI position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
25 buyers · 33 sellers

Eagle Financial Services, Inc. (EFSI) price and institutional activity

Dates

Q1 2026

$0 bought by 25 investors
Fourthstone LLCGoldman Sachs Group Inc +23 more
$0 sold by 33 investors
UBS Group AGWellington Management Group LLP +31 more
Bought Sold Totals per quarter; hover a bar for the names.

Eagle Financial Services, Inc. (EFSI) institutional activity · 58

Investor Type Est. change Change Δ Own Date
Fourthstone LLC · Added
Change +78K Date Q1 2026
Fourthstone LLC Added· Q1 2026 +78K Q1 2026
UBS Group AG · Reduced
Change −64K Date Q1 2026
UBS Group AG Reduced· Q1 2026 −64K Q1 2026
Wellington Management Group LLP · Reduced
Change −39K Δ Own −12.2% Date Q1 2026
Wellington Management Group LLP Reduced· Q1 2026 −39K −12.2% Q1 2026
Maltese Capital Management LLC · Reduced
Change −22K Date Q1 2026
Maltese Capital Management LLC Reduced· Q1 2026 −22K Q1 2026
Ejf Capital LP · Reduced
Change −20K Date Q1 2026
Ejf Capital LP Reduced· Q1 2026 −20K Q1 2026
Goldman Sachs Group Inc · New
Change +20K Date Q1 2026
Goldman Sachs Group Inc New· Q1 2026 +20K Q1 2026
Alliancebernstein L.P. · Reduced
Change −20K Date Q1 2026
Alliancebernstein L.P. Reduced· Q1 2026 −20K Q1 2026
Accent Capital Management, LLC · New
Change +11K Date Q1 2026
Accent Capital Management, LLC New· Q1 2026 +11K Q1 2026
Graham Capital Wealth Management, LLC · Added
Change +9K Date Q1 2026
Graham Capital Wealth Management, LLC Added· Q1 2026 +9K Q1 2026
Dimensional · Added
Change +8K Date Q1 2026
Dimensional Added· Q1 2026 +8K Q1 2026
Marshall Wace, LLP · New
Change +8K Date Q1 2026
Marshall Wace, LLP New· Q1 2026 +8K Q1 2026
Mariner, LLC · New
Change +7K Date Q1 2026
Mariner, LLC New· Q1 2026 +7K Q1 2026
Barclays PLC · Reduced
Change −6K Date Q1 2026
Barclays PLC Reduced· Q1 2026 −6K Q1 2026
Nuveen, LLC · Exited
Change −6K Δ Own −100.0% Date Q1 2026
Nuveen, LLC Exited· Q1 2026 −6K −100.0% Q1 2026
Two Sigma Advisers, LP · Exited
Change −5K Δ Own −100.0% Date Q1 2026
Two Sigma Advisers, LP Exited· Q1 2026 −5K −100.0% Q1 2026
Data through Q1 2026 · filed May 21, 2026
15 of 58

Famous investor activity in Eagle Financial Services, Inc. (EFSI)

Eagle Financial Services, Inc. (EFSI) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Smalley Robert W. Jr · Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -761
Owned 24K Trade date May 19, 2026 Filed date May 20, 2026
Smalley Robert W. Jr Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -761 24K May 19, 2026 May 20, 2026
Schmidt Marianne · Officer Sell −$15K
Price $37.95 Qty −388 Owned 4K Trade date Apr 29, 2026 Filed date May 1, 2026
Schmidt Marianne Officer Sell $37.95 −388 −$15K 4K Apr 29, 2026 May 1, 2026
Hamberger Scott M. · Director Buy +$30K
Price $33.00 Qty +909 Owned 3K Trade date Mar 11, 2026 Filed date Mar 12, 2026
Hamberger Scott M. Director Buy $33.00 +909 +$30K 3K Mar 11, 2026 Mar 12, 2026
Hamberger Scott M. · Director 2 operations 0
Owned 12K Trade date Mar 11, 2026 Filed date Mar 12, 2026
Hamberger Scott M. Director 2 operations 0 12K Mar 11, 2026 Mar 12, 2026
Hill Edward III · Director Buy +$33K
Price $34.62 Qty +939 Owned 6K Trade date Mar 5, 2026 Filed date Mar 6, 2026
Hill Edward III Director Buy $34.62 +939 +$33K 6K Mar 5, 2026 Mar 6, 2026
Lorey Brandon Craig · Director, Officer Buy +$12K
Price $34.53 Qty +350 Owned 44K Trade date Mar 2, 2026 Filed date Mar 3, 2026
Lorey Brandon Craig Director, Officer Buy $34.53 +350 +$12K 44K Mar 2, 2026 Mar 3, 2026
Hamberger Scott M. · Director Buy +$34K
Price $36.00 Qty +945 Owned 11K Trade date Feb 27, 2026 Filed date Mar 3, 2026
Hamberger Scott M. Director Buy $36.00 +945 +$34K 11K Feb 27, 2026 Mar 3, 2026
Hamberger Scott M. · Director Buy +$23K
Price $37.99 Qty +597 Owned 10K Trade date Jan 30, 2026 Filed date Feb 3, 2026
Hamberger Scott M. Director Buy $37.99 +597 +$23K 10K Jan 30, 2026 Feb 3, 2026
Yamini Yasaman · Officer Tax withholding or exercise payment (F) -$1K
Price $39.35 Qty -36 Owned 2K Trade date Jan 5, 2026 Filed date Feb 12, 2026
Yamini Yasaman Officer Tax withholding or exercise payment (F) $39.35 -36 -$1K 2K Jan 5, 2026 Feb 12, 2026
Braithwaite Todd A. · Officer Tax withholding or exercise payment (F) -$4K
Price $39.35 Qty -112 Owned 10K Trade date Jan 5, 2026 Filed date Jan 6, 2026
Braithwaite Todd A. Officer Tax withholding or exercise payment (F) $39.35 -112 -$4K 10K Jan 5, 2026 Jan 6, 2026
Schmidt Marianne · Officer Tax withholding or exercise payment (F) -$5K
Price $39.35 Qty -120 Owned 4K Trade date Jan 5, 2026 Filed date Jan 6, 2026
Schmidt Marianne Officer Tax withholding or exercise payment (F) $39.35 -120 -$5K 4K Jan 5, 2026 Jan 6, 2026
Croson Kathleen S. · Officer Tax withholding or exercise payment (F) -$5K
Price $39.35 Qty -133 Owned 6K Trade date Jan 5, 2026 Filed date Jan 6, 2026
Croson Kathleen S. Officer Tax withholding or exercise payment (F) $39.35 -133 -$5K 6K Jan 5, 2026 Jan 6, 2026
Chappell Kathleen J. · Officer Tax withholding or exercise payment (F) -$8K
Price $39.35 Qty -208 Owned 19K Trade date Jan 5, 2026 Filed date Jan 6, 2026
Chappell Kathleen J. Officer Tax withholding or exercise payment (F) $39.35 -208 -$8K 19K Jan 5, 2026 Jan 6, 2026
Crosen Kaley Ann · Officer Tax withholding or exercise payment (F) -$5K
Price $39.35 Qty -130 Owned 24K Trade date Jan 5, 2026 Filed date Jan 6, 2026
Crosen Kaley Ann Officer Tax withholding or exercise payment (F) $39.35 -130 -$5K 24K Jan 5, 2026 Jan 6, 2026
Zmitrovich Joseph T. · Officer Tax withholding or exercise payment (F) -$13K
Price $39.35 Qty -343 Owned 26K Trade date Jan 5, 2026 Filed date Jan 6, 2026
Zmitrovich Joseph T. Officer Tax withholding or exercise payment (F) $39.35 -343 -$13K 26K Jan 5, 2026 Jan 6, 2026
15 of 54
15 of 54 Sign in to continue to older insider transactions.

Eagle Financial Services, Inc. (EFSI) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Fourthstone LLC 532K
% of shares outstanding 9.8% Filing date May 15, 2026
Fourthstone LLC 532K 9.8% May 15, 2026
Blackrock, Inc. 342K
% of shares outstanding 6.3% Filing date Jul 28, 2026
Blackrock, Inc. 342K 6.3% Jul 28, 2026
Wellington Management Group LLP 280K
% of shares outstanding 5.2% Filing date May 15, 2026
Wellington Management Group LLP 280K 5.2% May 15, 2026
Vanguard Capital Management 275K
% of shares outstanding 5.1% Filing date Apr 29, 2026
Vanguard Capital Management 275K 5.1% Apr 29, 2026
The Vanguard Group 0
% of shares outstanding 0.0% Filing date Mar 26, 2026
The Vanguard Group 0 0.0% Mar 26, 2026
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Eagle Financial Services, Inc. (EFSI) ownership FAQ

Who owns EFSI?

58 reporting institutions disclosed EFSI position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.