STOCK TITAN

Wellington affiliates report 280,400 shares in Eagle Financial (EFSI)

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Eagle Financial Services, Inc. ownership update: An amended Schedule 13G/A shows Wellington Management entities collectively report 280,400 shares of Common Stock (CUSIP 26951R104), representing 5.18% of the class. The filing lists shared voting and dispositive power of 280,400 shares across Wellington affiliates and states the shares are owned of record by clients of Wellington investment advisers.

Positive

  • None.

Negative

  • None.

Insights

Wellington reports a >5% passive holding in EFSI via advisory clients.

The submission is an amended Schedule 13G/A attributing 280,400 shares and 5.18% ownership to Wellington entities, with shared voting and dispositive power. The filing identifies the holding as record ownership by advisory clients rather than direct proprietary stakes.

Timing and specific client-level concentrations are not disclosed; subsequent filings could show changes if client mandates or allocations shift.

Disclosure clarifies control structure among Wellington parent and adviser affiliates.

The cover pages list Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, each reporting shared powers over the disclosed 280,400 shares. The filing includes Item 7 mappings of parent and adviser relationships.

Investor implications are procedural: this is a passive reporting of advisory client holdings rather than an activism signal; voting authority is shared among affiliates per the filing.

Shares reported 280,400 shares Amount beneficially owned as reported on Schedule 13G/A
Percent of class 5.18% Percent of common stock reported in Item 4(b)
Sole voting/dispositive power 0 shares Item 4(c)(i) and (iii) show no sole voting or dispositive power
beneficially owned regulatory
"Amount beneficially owned: See the responses to Item 9"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared dispositive power regulatory
"Shared Dispositive Power 280,400.00"
Schedule 13G/A regulatory
"An amended Schedule 13G/A shows Wellington Management entities"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.





26951R104

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026

FAQ

What stake does Wellington report in Eagle Financial Services (EFSI)?

Wellington reports beneficial ownership of 280,400 shares, equal to 5.18% of Eagle Financial Services' common stock. The filing attributes shared voting and dispositive power over those shares to Wellington affiliates and states the shares are owned of record by advisory clients.

Which Wellington entities are named on the Schedule 13G/A for EFSI?

The filing lists Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP as reporting persons, with identified parent/subsidiary and adviser relationships described under Item 7.

Does the Schedule 13G/A indicate Wellington has sole control over the reported EFSI shares?

No. The filing reports 0 shares with sole voting or dispositive power and shows 280,400 shares with shared voting and dispositive power, indicating shared authority among the named Wellington affiliates rather than exclusive control.

Are the reported EFSI shares owned directly by Wellington or by clients?

The Schedule 13G/A states the shares are owned of record by clients of Wellington investment advisers. Wellington reports the position on behalf of those advisory clients; no single client is identified as owning more than five percent of the class.