undamentalytics Newsletter

Eagle Financial Services Inc: which funds bought and sold

Institutions that bought and sold Eagle Financial Services shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 46 institutions that filed 13F reports for both quarters added to or opened positions in Eagle Financial Services, and 26 cut or closed them. Together they added a net 31K shares, +1.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 157K shares (+35.2%); index fund managers were net buyers of 64K shares (+7.9%). 14 opened a new position and 6 sold out entirely.

Bought, Q2 2026 46 institutions, 14 of them new holders Sold, Q2 2026 26 institutions, 6 of them sold out
Net change, all compared +31K shares (+1.3%)
Net change, active managers +157K shares (+35.2%), 9 bought, 3 sold

Buyers versus sellers

institutions compared, 85
Active managers and hedge funds 9 bought · 3 sold · +157K
Index fund managers 8 bought · 1 sold · +64K
Other institutions 29 bought · 22 sold · −191K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +65K +23.1% 345K $14.3M
Two Sigma Investments, LP Hedge fund +46K +279.9% 62K $2.6M
Marshall Wace, LLP Hedge fund +44K +564.2% 51K $2.1M
Susquehanna International Group, LLP +29K New position 29K $1.2M
Citadel Advisors LLC Hedge fund +26K +353.0% 34K $1.4M
HRT Financial LP +21K New position 21K $863,000
UBS Group AG +19K +207.0% 29K $1.2M
Geode Capital Management, LLC Index funds +15K +14.6% 118K $4.9M
Dimensional Fund Advisors LP +14K +60.1% 39K $1.6M
Acadian Asset Management LLC Active manager +14K New position 14K $589,000
Trexquant Investment LP Hedge fund +12K +110.4% 24K $979,575
Nuveen, LLC +11K New position 11K $470,364
American Century Companies Inc Active manager +9,859 New position 9,859 $408,754
Xtx Topco Ltd +9,711 New position 9,711 $402,618
Quadrature Capital Ltd Hedge fund +8,908 New position 8,908 $369,326
AQR Capital Management LLC Hedge fund +8,894 +80.1% 20K $829,250
Bridgeway Capital Management, LLC Active manager +6,255 New position 6,255 $259,332
State Street Corp Index funds +5,700 +6.7% 90K $3.7M
Occudo Quantitative Strategies LP +5,501 New position 5,501 $228,071
Vanguard Portfolio Management LLC Index funds +5,357 +20.2% 32K $1.3M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Fourthstone LLC −245K −46.0% 288K $11.9M
Maltese Capital Management LLC −41K −38.7% 66K $2.7M
Vanguard Capital Management LLC Index funds −31K −12.7% 213K $8.8M
Alliancebernstein L.P. Active manager −10K −9.8% 94K $3.3M
Banc Funds Co LLC −8,500 −13.1% 57K $2.3M
Millennium Management LLC Hedge fund −7,883 Sold out 0 —
Ejf Capital LP −7,511 −31.4% 16K $679,903
Mariner, LLC −7,356 Sold out 0 —
Daytona Street Capital LLC −1,500 Sold out 0 —
Graham Capital Wealth Management, LLC −1,412 −1.0% 136K $5.6M
Wellington Management Group LLP Active manager −1,317 −0.5% 279K $11.6M
Commonwealth Equity Services, LLC −1,137 −10.3% 9,879 $409,580
Expressive Wealth LLC −968 −8.5% 10K $434,128
Bank Of America Corp −913 −8.8% 9,461 $392,253
Vanguard Global Advisers, LLC −700 −23.8% 2,241 $92,912
Tower Research Capital LLC (TRC) −546 −42.5% 739 $30,639
Barclays PLC −396 −3.1% 12K $507,927
BNP Paribas Financial Markets −374 −43.4% 487 $20,191
California State Teachers Retirement System −183 −73.8% 65 $2,695
Morgan Stanley −84 −0.3% 28K $1.2M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Susquehanna International Group, LLP 29K $1.2M
HRT Financial LP 21K $863,000
Acadian Asset Management LLCActive manager 14K $589,000
Nuveen, LLC 11K $470,364
American Century Companies IncActive manager 9,859 $408,754
Xtx Topco Ltd 9,711 $402,618
Quadrature Capital LtdHedge fund 8,908 $369,326
Bridgeway Capital Management, LLCActive manager 6,255 $259,332
Occudo Quantitative Strategies LP 5,501 $228,071
Sei Investments Co 5,302 $219,825

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Millennium Management LLCHedge fund 7,883 $275,747
Mariner, LLC 7,356 $257,313
Daytona Street Capital LLC 1,500 $53,722
Kilter Group LLC 34 $1,190
Mai Capital Management 2 $70
Root Financial Partners, LLC 2 $70

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
79
Ten largest holders
69.3%
of 13F-reported shares
Index fund managers
36.2%
of 13F-reported shares
Active managers and hedge funds
24.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 9 3 4 1 +157K +35.2%
Index fund managers 8 1 0 0 +64K +7.9%
Other institutions 29 22 10 5 −191K −16.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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