How many institutions own EFSI stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own EFSI shares is 75, representing 43.93% of the company's common stock.

Who are the major shareholders selling Eagle Financial Services, Inc. stock?

BANK OF NEW YORK MELLON CORP, in the last quarter, reduced its stake in EFSI by -5.25% restricting it's holding to 14.82 thousand shares of worth nearly $518.51K. EJF CAPITAL LLC also lessened -45.36% of the EFSI shares from its portfolio, reducing its holding to 23.91 thousand shares of worth $836.37K. BLACKROCK, INC. also shunned EFSI shares holding by -0.86% last quarter which brought its holding to 280.53 thousand shares worth $9.81M.

Investors who are buying EFSI stock?

As per its latest 13F filing, DIMENSIONAL FUND ADVISORS LP increased its stake in EFSI by 53.24% in the last quarter. The institutional holder raised its holding to 24.1 thousand shares having worth more than $842.65K. VANGUARD FIDUCIARY TRUST CO also added 100% more shares of EFSI to its portfolio, raising its holding to 30.2 thousand shares of worth $1.06M. NORTHERN TRUST CORP also increased its EFSI shares holding by 5.35% which brought its holding to 33.84 thousand shares worth $1.18M.

EFSI's major insiders: who are they?

The insider with the most stakes in EFSI is Lorey Brandon Craig , EXECUTIVE OFFICER at the company. Additionally, EFSI stock is highly held by EXECUTIVE OFFICER BRAITHWAITE TODD A and director HILL EDWARD III among others.

Did an insider recently sell EFSI stock?

Company executives, directors, and other insiders own 14.45% percent of Eagle Financial Services, Inc.'s stock. Within the last six months, there have been 2 transaction(s) in which EFSI insiders have sold stock, totaling 444 shares. Insiders that have sold shares include SCHMIDT MARIANNE, BRAITHWAITE TODD A, and STOKELY JOHN D JR.

Which insider recently purchased EFSI stock?

There have been 5 transaction(s) during the past 6-months in which Eagle Financial Services, Inc. insiders have bought stock, totalling 3740 shares

How much of EFSI does insiders own?

Around 85.98K Eagle Financial Services, Inc. shares are held by insiders, which represents about 14.45% of EFSI stock.

Who is the insider with the largest stake?

EFSI EXECUTIVE OFFICER, Lorey Brandon Craig holds the largest portfolio of the company's shares. EFSI shares owned by Lorey total nearly 44.2 thousand.

Which institution holds the most shares in EFSI?

BANK OF NEW YORK MELLON CORP is the largest institutional owner in EFSI which holds 14.82 thousand shares worth $518.51K or 0.28% of the total EFSI shares outstanding followed by EJF CAPITAL LLC with ownership of 23.91 thousand shares representing 0.45% of the EFSI ownership. DIMENSIONAL FUND ADVISORS LP is the third largest stakeholder with 24.1 thousand shares or 0.45% of the ownership worth more than $842.65K.

Is Eagle Financial Services, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the EFSI is concerned, it is a stock which is not optionable.

Is there a short position on EFSI's shares?

Number of EFSI shares short is 83.22K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding EFSI shares are there?

As of today, 5.38M shares of EFSI are outstanding.

Is there many float in EFSI stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, EFSI has 4.18M shares in float.

EFSI short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for EFSI is 5.12.

Eagle Financial Services (EFSI) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares1.55

Short Percent Of Float1.7

Shares Outstanding5.38M

Shares Float4.18M

Shares Short83.22K

Short Ratio5.12

1.7%

Short % of Float

1.55%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

14.45% Percentage of Shares held by All Insiders

43.93% Percentage of Shares held by All Institutions

51.35% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 43.93% of EFSI shares are held by financial institutions. BANK OF NEW YORK MELLON CORP is the top corporate investor, holding 14.82K shares valued at $518.51K. A 0.28% stake in Eagle Financial Services, Inc. is owned by the company. EJF CAPITAL LLC owns 23.91K shares valued at $836.37K, which translates its holding of 0.45% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.28%	14.82K	518.51K	-822	-5.25%
Mar 31, 2026	EJF CAPITAL LLC	0.45%	23.91K	836.37K	-19.85K	-45.36%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	0.45%	24.1K	842.65K	8.37K	+53.24%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.56%	30.2K	1.06M	30.2K	+100.00%
Mar 31, 2026	NORTHERN TRUST CORP	0.63%	33.84K	1.18M	1.72K	+5.35%
Mar 31, 2026	CHOREO, LLC	1.13%	60.4K	2.11M	0	0
Mar 31, 2026	BANC FUNDS CO LLC	1.21%	65K	2.27M	0	0
Mar 31, 2026	GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	2.55%	137.04K	4.79M	8.76K	+6.82%
Mar 31, 2026		0.03%	1.5K	53.72K	0	0
Mar 31, 2026	BLACKROCK, INC.	5.23%	280.53K	9.81M	-2.44K	-0.86%
Mar 31, 2026	NEW YORK STATE COMMON RETIREMENT FUND	0.04%	2.4K	83.95K	0	0
Mar 31, 2026	EVERMAY WEALTH MANAGEMENT LLC	0.05%	2.61K	91.26K	0	0
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.05%	2.94K	102.88K	2.94K	+100.00%
Mar 31, 2026	METLIFE INVESTMENT MANAGEMENT, LLC	0.06%	3.08K	107.84K	0	0
Mar 31, 2026	RHUMBLINE ADVISERS	0.06%	3.31K	115.74K	-53	-1.58%
Mar 31, 2026	DEUTSCHE BANK AG\	0.08%	4.09K	142.89K	1.73K	+73.46%
Mar 31, 2026	HOWE & RUSLING INC	0.12%	6.5K	227.37K	0	0
Mar 31, 2026	MARINER, LLC	0.14%	7.36K	257.31K	7.36K	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.14%	7.36K	257.42K	-3.41K	-31.68%
Mar 31, 2026	REYNDERS MCVEIGH CAPITAL MANAGEMENT, LLC	0.17%	9.38K	328K	-500	-5.06%
Mar 31, 2026	SJS INVESTMENT CONSULTING INC.	0%	2	70	0	0
Mar 31, 2026	ROTHSCHILD INVESTMENT LLC	0%	4	140	-1	-20.00%
Mar 31, 2026	TRUE WEALTH DESIGN, LLC	0%	5	175	0	0
Mar 31, 2026	GAMMA INVESTING LLC	0%	6	210	6	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	6	211	0	0
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0%	13	455	8	+160.00%
Mar 31, 2026	CORNERSTONE PLANNING GROUP LLC	0%	13	468	13	+100.00%
Mar 31, 2026	IFP ADVISORS, INC	0%	19	665	-4	-17.39%
Mar 31, 2026	KILTER GROUP LLC	0%	34	1.19K	34	+100.00%
Mar 31, 2026	UBS GROUP AG	0.18%	9.4K	328.78K	-63.7K	-87.14%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	11.02K	385.34K	0	0
Mar 31, 2026	ACCENT CAPITAL MANAGEMENT, LLC	0.21%	11.44K	428.73K	11.44K	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0.04%	1.91K	65.56K	-425	-18.22%
Mar 31, 2026	STERLING CAPITAL MANAGEMENT LLC	0%	146	5.11K	-107	-42.29%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0%	172	6.02K	63	+57.80%
Mar 31, 2026	CITIGROUP INC	0%	214	7.49K	110	+105.77%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	287	23.96K	261	+1,003.85%
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0.01%	415	14.52K	0	0
Mar 31, 2026	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	469	16.41K	0	0
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	796	27.84K	58	+7.86%
Mar 31, 2026	CWM, LLC	0.02%	809	28.3K	-308	-27.57%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.02%	861	30.12K	0	0
Mar 31, 2026	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.02%	1.04K	36.38K	0	0
Mar 31, 2026	AMALGAMATED BANK	0%	0	-	-144	-100.00%
Mar 31, 2026	ACADIAN ASSET MANAGEMENT LLC	0%	0	-	-315	-100.00%
Mar 31, 2026	ROOT FINANCIAL PARTNERS, LLC	0%	2	70	2	+100.00%
Mar 31, 2026	WEALTHSPIRE ADVISORS, LLC	0.24%	12.87K	450.29K	3.13K	+32.15%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.29%	15.72K	625.71K	5.43K	+52.79%
Dec 31, 2025	BARCLAYS PLC	0.35%	18.7K	744.05K	719	+4.00%
Dec 31, 2025	MORGAN STANLEY	0.6%	31.96K	1.27M	2.69K	+9.18%
Dec 31, 2025	CHOREO, LLC	1.13%	60.4K	2.4M	0	0
Dec 31, 2025	BANC FUNDS CO LLC	1.21%	65K	2.59M	0	0
Dec 31, 2025	UBS GROUP AG	1.36%	73.09K	2.91M	70.69K	+2,935.47%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	738	29.37K	49	+7.11%
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.02%	1.04K	41.39K	0	0
Dec 31, 2025	CWM, LLC	0.02%	1.12K	44K	-60	-5.10%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.04%	2.1K	83.65K	-119	-5.36%
Dec 31, 2025	JPMORGAN CHASE & CO	0.04%	2.33K	92.84K	467	+25.03%
Dec 31, 2025	DEUTSCHE BANK AG\	0.04%	2.36K	93.73K	-84	-3.44%
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.04%	2.4K	95.51K	0	0
Dec 31, 2025	EVERMAY WEALTH MANAGEMENT LLC	0.05%	2.61K	103.83K	0	0
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.06%	3.08K	122.69K	0	0
Dec 31, 2025	RHUMBLINE ADVISERS	0.06%	3.36K	133.78K	-746	-18.16%
Dec 31, 2025	TREXQUANT INVESTMENT LP	0.22%	11.68K	464.97K	5.87K	+100.83%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.3%	16.19K	644.36K	0	0
Dec 31, 2025	NORTHERN TRUST CORP	0.6%	32.12K	1.28M	-1.85K	-5.44%
Dec 31, 2025	ROYAL BANK OF CANADA	0.01%	438	17K	350	+397.73%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.1%	5.2K	206.93K	-2.6K	-33.33%
Dec 31, 2025	EJF CAPITAL LLC	0.82%	43.76K	1.74M	-73.91K	-62.81%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	6	239	6	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	20	796	2	+11.11%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0%	109	4.34K	109	+100.00%
Dec 31, 2025	AMALGAMATED BANK	0%	144	6K	-13	-8.28%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	11.02K	438.38K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.2%	10.77K	428.63K	458	+4.44%
Dec 31, 2025	CITIGROUP INC	0%	104	4.14K	44	+73.33%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	26	1.03K	-6	-18.75%
Dec 31, 2025	IFP ADVISORS, INC	0%	23	915	13	+130.00%
Dec 31, 2025	ROTHSCHILD INVESTMENT LLC	0%	5	199	4	+400.00%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0%	0	-	-231	-100.00%
Dec 31, 2025	ELCO MANAGEMENT CO., LLC	0%	0	-	-5.52K	-100.00%
Dec 31, 2025	REYNDERS MCVEIGH CAPITAL MANAGEMENT, LLC	0.18%	9.88K	393K	-350	-3.42%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.18%	9.74K	387.64K	0	0
Dec 31, 2025	NUVEEN, LLC	0.11%	6K	238.73K	0	0
Dec 31, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	253	10.07K	-49	-16.23%
Dec 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.01%	315	12K	-2.53K	-88.92%
Dec 31, 2025	FOURTHSTONE LLC	8.45%	453.92K	18.06M	177.13K	+64.00%
Dec 31, 2025	VANGUARD GROUP INC	5.63%	302.05K	12.02M	-4.75K	-1.55%
Dec 31, 2025	BLACKROCK, INC.	5.27%	282.97K	11.26M	11.97K	+4.42%
Dec 31, 2025	GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	2.39%	128.28K	5.1M	-1.64K	-1.26%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.97%	105.88K	4.21M	-1.89K	-1.75%
Dec 31, 2025	CITADEL ADVISORS LLC	0.09%	5.06K	201.4K	-11.79K	-69.97%
Dec 31, 2025	STATE STREET CORP	1.58%	85.01K	3.38M	-1K	-1.16%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.34%	18.49K	735.89K	-6.99K	-27.42%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.28%	15.22K	605.68K	601	+4.11%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.17%	9.29K	369.62K	1.22K	+15.18%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.12%	6.25K	248.72K	-7.33K	-53.98%
Dec 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	469	18.66K	0	0
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.01%	415	16.52K	0	0
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	5.95%	319.27K	12.71M	-10.12K	-3.07%
Dec 31, 2025	MALTESE CAPITAL MANAGEMENT LLC	2.41%	129.15K	5.14M	-60.85K	-32.03%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	2.3%	123.3K	4.91M	-25.16K	-16.95%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	279	11.1M	-81	-22.50%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0%	0	-	-2	-100.00%
Dec 31, 2025	SJS INVESTMENT CONSULTING INC.	0%	2	80	2	+100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	2	80	2	+100.00%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0%	2	80	2	+100.00%
Dec 31, 2025	TRUE WEALTH DESIGN, LLC	0%	5	199	-1	-16.67%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	5	199	-9	-64.29%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	861	34.26K	-327	-27.53%
Dec 31, 2025	HOWE & RUSLING INC	0.12%	6.5K	258.67K	0	0
Dec 31, 2025		0.03%	1.5K	59.69K	1.5K	+100.00%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	13.93K	554.27K	0	0
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.29%	15.65K	622.59K	4.31K	+37.99%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.02%	1.04K	39.34K	0	0
Sep 30, 2025	MORGAN STANLEY	0.54%	29.27K	1.11M	-556	-1.86%
Sep 30, 2025	BANC FUNDS CO LLC	1.21%	65K	2.46M	0	0
Sep 30, 2025	MALTESE CAPITAL MANAGEMENT LLC	3.53%	190K	7.19M	-27.5K	-12.64%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	2.76%	148.46K	5.62M	-58.77K	-28.36%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	6.12%	329.4K	12.46M	-6.27K	-1.87%
Sep 30, 2025	VANGUARD GROUP INC	5.7%	306.8K	11.61M	157.33K	+105.26%
Sep 30, 2025	FOURTHSTONE LLC	5.15%	276.79K	10.47M	-4.48K	-1.59%
Sep 30, 2025	EJF CAPITAL LLC	2.19%	117.67K	4.45M	-9.87K	-7.74%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.11%	5.82K	220.1K	5.82K	+100.00%
Sep 30, 2025	ELCO MANAGEMENT CO., LLC	0.1%	5.52K	208.63K	-23.86K	-81.22%
Sep 30, 2025	DEUTSCHE BANK AG\	0.05%	2.44K	92.27K	2.44K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.04%	2.41K	91.09K	-3.46K	-58.93%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.04%	2.4K	90.79K	-900	-27.27%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	32	1.21K	32	+100.00%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	14	530	14	+100.00%
Sep 30, 2025	TRUE WEALTH DESIGN, LLC	0%	6	227	6	+100.00%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0%	2	76	2	+100.00%
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0%	1	38	1	+100.00%
Sep 30, 2025	BLACKROCK, INC.	5.04%	271K	10.25M	10.83K	+4.16%
Sep 30, 2025	GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	2.42%	129.92K	4.91M	6.58K	+5.33%
Sep 30, 2025	CHOREO, LLC	1.12%	60.4K	2.28M	0	0
Sep 30, 2025	NORTHERN TRUST CORP	0.63%	33.97K	1.28M	-206	-0.60%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.47%	25.48K	963.83K	9.8K	+62.49%
Sep 30, 2025	BARCLAYS PLC	0.33%	17.98K	680.11K	3.69K	+25.79%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.21%	11.34K	428.94K	991	+9.58%
Sep 30, 2025	RHUMBLINE ADVISERS	0.08%	4.11K	155.4K	-299	-6.78%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.06%	3.08K	116.63K	0	0
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.05%	2.84K	106K	-2.57K	-47.49%
Sep 30, 2025	EVERMAY WEALTH MANAGEMENT LLC	0.05%	2.61K	98.7K	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0.03%	1.87K	70.59K	-313	-14.36%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	1.19K	44.94K	538	+82.77%
Sep 30, 2025	CWM, LLC	0.02%	1.18K	45K	1.18K	+100.00%
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	469	17.74K	0	0
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.01%	415	15.7K	0	0
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.27%	14.62K	553.04K	14.62K	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2%	107.77K	4.08M	1.2K	+1.12%
Sep 30, 2025	STATE STREET CORP	1.6%	86.01K	3.25M	39.27K	+84.04%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	13.93K	526.9K	0	0
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.25%	13.58K	513.77K	288	+2.17%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	11.02K	417K	1.92K	+21.16%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.19%	10.31K	390.14K	234	+2.32%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	689	26.07K	689	+100.00%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.04%	2.22K	84.02K	2.22K	+100.00%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.19%	10.29K	389.43K	10.29K	+100.00%
Sep 30, 2025	REYNDERS MCVEIGH CAPITAL MANAGEMENT, LLC	0.19%	10.23K	387K	-375	-3.54%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.18%	9.74K	368.5K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.15%	8.06K	305.06K	1.18K	+17.19%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.15%	7.8K	295.07K	7.8K	+100.00%
Sep 30, 2025	HOWE & RUSLING INC	0.12%	6.5K	245.9K	6.5K	+100.00%
Sep 30, 2025	NUVEEN, LLC	0.11%	6K	226.94K	6K	+100.00%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	360	13.62K	360	+100.00%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.01%	302	11.43K	183	+153.78%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	231	8.74K	231	+100.00%
Sep 30, 2025	AMALGAMATED BANK	0%	157	6K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0%	88	3K	-573	-86.69%
Sep 30, 2025	CITIGROUP INC	0%	60	2.27K	-1.49K	-96.12%
Sep 30, 2025	FMR LLC	0%	48	1.83K	44	+1,100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.31%	16.85K	637.47K	-22.6K	-57.29%
Sep 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.3%	16.19K	612.54K	16.19K	+100.00%
Jun 30, 2025	STATE STREET CORP	0.87%	46.73K	1.43M	46.73K	+100.00%
Jun 30, 2025	HOWE & RUSLING INC	0%	0	-	-6.5K	-100.00%
Jun 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	469	14.36K	469	+100.00%
Jun 30, 2025	EVERMAY WEALTH MANAGEMENT LLC	0.05%	2.61K	79.89K	0	0
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.06%	3.3K	101.05K	3.3K	+100.00%
Jun 30, 2025		0%	0	-	-20.95K	-100.00%
Jun 30, 2025	CITIGROUP INC	0.03%	1.55K	47.34K	1.55K	+100.00%
Jun 30, 2025	CHOREO, LLC	1.12%	60.4K	1.85M	60.4K	+100.00%
Jun 30, 2025	PMC FIG OPPORTUNITIES LLC	0%	0	-	-34.05K	-100.00%
Jun 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.02%	1.04K	31.85K	1.04K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.13%	6.88K	210.7K	2.93K	+73.94%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.14%	7.34K	224.84K	7.34K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	9.98K	305.68K	-7.01K	-41.27%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.19%	10.35K	316.82K	10.35K	+100.00%
Jun 30, 2025	REYNDERS MCVEIGH CAPITAL MANAGEMENT, LLC	0.2%	10.6K	325K	10.6K	+100.00%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.25%	13.29K	407.03K	-34.97K	-72.46%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	13.93K	426.48K	13.93K	+100.00%
Jun 30, 2025	BARCLAYS PLC	0.27%	14.29K	439K	14.29K	+100.00%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.29%	15.68K	480.12K	15.68K	+100.00%
Jun 30, 2025	NORTHERN TRUST CORP	0.64%	34.17K	1.05M	24.51K	+253.54%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	3.85%	207.24K	6.35B	-6.5K	-3.04%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	6.24%	335.67K	10.28M	0	0
Jun 30, 2025	EJF CAPITAL LLC	2.37%	127.54K	3.91M	-30.88K	-19.49%
Jun 30, 2025	BANC FUNDS CO LLC	1.21%	65K	1.99M	0	0
Jun 30, 2025	FOURTHSTONE LLC	5.23%	281.26K	8.61M	9.9K	+3.65%
Jun 30, 2025	MALTESE CAPITAL MANAGEMENT LLC	4.04%	217.5K	6.66M	17.5K	+8.75%
Jun 30, 2025	BLACKROCK, INC.	4.84%	260.17K	7.97M	193.39K	+289.62%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	119	3.64K	119	+100.00%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0%	0	-	-49.78K	-100.00%
Jun 30, 2025	JACOBS ASSET MANAGEMENT, LLC	0%	0	-	-78.24K	-100.00%
Jun 30, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0%	0	-	-20K	-100.00%
Jun 30, 2025	MARSHALL WACE, LLP	0%	0	-	-23.22K	-100.00%
Jun 30, 2025	SOROS FUND MANAGEMENT LLC	0%	0	-	-25K	-100.00%
Jun 30, 2025	FMR LLC	0%	4	122	4	+100.00%
Jun 30, 2025	AMALGAMATED BANK	0%	157	5K	157	+100.00%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.01%	415	12.71K	415	+100.00%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	650	19.9K	650	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	661	21K	661	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	2.7K	82.67K	2.7K	+100.00%
Jun 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.06%	3.08K	94.4K	3.08K	+100.00%
Jun 30, 2025	RHUMBLINE ADVISERS	0.08%	4.41K	134.94K	4.41K	+100.00%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.1%	5.42K	164K	5.42K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.11%	5.86K	179.53K	5.8K	+9,206.35%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	9.09K	278K	0	0
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.18%	9.74K	298.27K	9.74K	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.19%	10.08K	308.62K	891	+9.70%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.98%	106.57K	3.26M	63.76K	+148.91%
Jun 30, 2025	MORGAN STANLEY	0.55%	29.82K	913.18M	11.24K	+60.45%
Jun 30, 2025	MENDON CAPITAL ADVISORS CORP	1%	54K	1.65M	4K	+8.00%
Jun 30, 2025	ELCO MANAGEMENT CO., LLC	0.55%	29.37K	899.31K	-625	-2.08%
Jun 30, 2025	JPMORGAN CHASE & CO	0.04%	2.18K	66.72K	2.18K	+100.00%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	287	8.79M	287	+100.00%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.15%	8.06K	246.83M	-681	-7.79%
Jun 30, 2025	CITADEL ADVISORS LLC	0.73%	39.46K	1.21B	39.46K	+100.00%
Jun 30, 2025	GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	2.29%	123.34K	3.78M	123.34K	+100.00%
Jun 30, 2025	VANGUARD GROUP INC	2.78%	149.47K	4.58M	-90.07K	-37.60%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.09%	3.96K	129.72K	3.96K	+100.00%
Mar 31, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.44%	20K	655.8K	20K	+100.00%
Mar 31, 2025	MARSHALL WACE, LLP	0.51%	23.22K	761.42K	23.22K	+100.00%
Mar 31, 2025	BANC FUNDS CO LLC	1.42%	65K	2.13M	65K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	1.46%	66.77K	2.19M	66.77K	+100.00%
Mar 31, 2025	JACOBS ASSET MANAGEMENT, LLC	1.71%	78.24K	2.57M	78.24K	+100.00%
Mar 31, 2025	EJF CAPITAL LLC	3.46%	158.42K	5.19M	158.42K	+100.00%
Mar 31, 2025	VANGUARD GROUP INC	5.24%	239.54K	7.85M	239.54K	+100.00%
Mar 31, 2025	FOURTHSTONE LLC	5.93%	271.36K	8.9M	271.36K	+100.00%
Mar 31, 2025	HOWE & RUSLING INC	0.14%	6.5K	213.14K	6.5K	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.19%	8.74K	286.65K	8.74K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	9.09K	298K	9.09K	+100.00%
Mar 31, 2025	MALTESE CAPITAL MANAGEMENT LLC	4.37%	200K	6.56M	200K	+100.00%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	4.67%	213.73K	7.01M	213.73K	+100.00%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	7.34%	335.67K	11.01M	335.67K	+100.00%
Mar 31, 2025	MENDON CAPITAL ADVISORS CORP	1.09%	50K	1.64M	50K	+100.00%
Mar 31, 2025	ELCO MANAGEMENT CO., LLC	0.66%	30K	983.54K	30K	+100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.94%	42.82K	1.4M	42.82K	+100.00%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	1.06%	48.26K	1.58M	48.26K	+100.00%
Mar 31, 2025	VERITION FUND MANAGEMENT LLC	1.09%	49.78K	1.63M	49.78K	+100.00%
Mar 31, 2025	EVERMAY WEALTH MANAGEMENT LLC	0.06%	2.61K	85.55K	2.61K	+100.00%
Mar 31, 2025		0.46%	20.95K	687.05K	20.95K	+100.00%
Mar 31, 2025	SOROS FUND MANAGEMENT LLC	0.55%	25K	819.75K	25K	+100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.2%	9.19K	301.28K	9.19K	+100.00%
Mar 31, 2025	UBS GROUP AG	0%	63	2.07K	63	+100.00%
Mar 31, 2025	NORTHERN TRUST CORP	0.21%	9.67K	316.95K	9.67K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.37%	17K	557.33K	17K	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.41%	18.59K	609.47K	18.59K	+100.00%

Insiders

Among the EFSI insiders holding of 14.45% of the stake in company, LOREY BRANDON CRAIG, EXECUTIVE OFFICER, holds the largest shares of 44.2K. BRAITHWAITE TODD A, EXECUTIVE OFFICER, is the second largest EFSI insider with ownership of 8.8K shares. HILL EDWARD III, director, stands third with possession of 5.6K shares of that stake.

Insiders	Designation	Shares Held
LOREY BRANDON CRAIG	EXECUTIVE OFFICER	44.2K
BRAITHWAITE TODD A	EXECUTIVE OFFICER	8.8K
HILL EDWARD III	director	5.6K
SMITH NICHOLAS PETER	EXECUTIVE OFFICER	4.01K
SCHMIDT MARIANNE	EXECUTIVE OFFICER	3.76K
HAMBERGER SCOTT M	director	2.55K
STOKELY JOHN D JR	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Apr 29, 2026	SCHMIDT MARIANNE	SALE	37.95	388	14.72K	3.76K
Mar 11, 2026	HAMBERGER SCOTT M	PURCHASE	33.00	909	30K	2.55K
Mar 05, 2026	HILL EDWARD III	PURCHASE	34.62	939	32.51K	5.6K
Mar 02, 2026	LOREY BRANDON CRAIG	PURCHASE	34.53	350	12.09K	44.2K
Feb 27, 2026	HAMBERGER SCOTT M	PURCHASE	36.00	945	34.02K	11.01K
Jan 30, 2026	HAMBERGER SCOTT M	PURCHASE	37.99	597	22.68K	10.06K
Dec 03, 2025	BRAITHWAITE TODD A	SALE	38.90	56	2.18K	8.8K
Oct 29, 2025	STOKELY JOHN D JR	SALE	36.60	5.82K	212.83K	0
Jul 31, 2025	SMITH NICHOLAS PETER	PURCHASE	33.00	303	10K	4.01K
Jun 12, 2025	HILL EDWARD III	PURCHASE	29.93	1K	29.93K	3.9K
Jun 02, 2025	HAMBERGER SCOTT M	PURCHASE	31.00	771	23.9K	10.34K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE3.74K5

SALES4442

NET SHARES3.3K3

SHARES HELD85.98K7

% NET SHARES-96.17%-57.14%

Frequently Asked Questions