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Fourthstone group discloses 5.31% Eagle Financial (EFSI) stake on amended 13G

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(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Fourthstone LLC and related entities filed an amended Schedule 13G reporting passive ownership of Eagle Financial Services Inc common stock. Fourthstone directly holds 287,575 shares on behalf of advisory clients, representing 5.31% of the outstanding common stock. The stakes are held across Fourthstone Master Opportunity Fund Ltd, Fourthstone QP Opportunity Fund LP, Fourthstone Small-Cap Financials Fund LP, and accounts associated with Fourthstone GP LLC and L. Phillip Stone, IV. The filing states the securities were acquired in the ordinary course of business as a registered investment adviser and not for the purpose of changing or influencing control of Eagle Financial Services. Percentages are based on 5,412,376 shares outstanding as of May 6, 2026.

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Shares beneficially owned by Fourthstone LLC 287,575 shares Common stock of Eagle Financial Services Inc held on behalf of advisory clients
Ownership percentage 5.31% Percent of Eagle Financial Services common stock class reported by Fourthstone and related persons
Shares outstanding baseline 5,412,376 shares Eagle Financial Services common shares outstanding as of May 6, 2026
Fourthstone Master Opportunity Fund stake 209,474 shares Shares with shared voting and dispositive power for this fund
Fourthstone QP Opportunity Fund stake 57,583 shares Shares with shared voting and dispositive power for this fund
Fourthstone Small-Cap Financials Fund stake 20,518 shares Shares with shared voting and dispositive power for this fund
Schedule 13G regulatory
"This is being filed by Fourthstone LLC, a Delaware Limited Liability Company and Investment Adviser"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially own financial
"Fourthstone GP LLC is the general partner of and may be deemed to beneficially own securities"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
shared voting power financial
"Shared Voting Power 287,575.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"Shared Dispositive Power 287,575.00"
investment adviser financial
"acquired the Issuer's shares in the ordinary course of business as a registered investment adviser"
An investment adviser is a person or firm that professionally manages money and gives recommendations about buying, selling, or holding investments. Like a financial coach or guide, they have a legal duty to act in a client's best financial interest, so their advice, fees and potential conflicts can directly affect returns and risk — making their role important for investors who want informed, accountable help with portfolios.

FAQ

What percentage of Eagle Financial Services Inc (EFSI) does Fourthstone report owning?

Fourthstone and related reporting persons report beneficial ownership of 5.31% of Eagle Financial Services Inc’s common stock. This percentage is based on 5,412,376 shares outstanding as of May 6, 2026, per the issuer’s Form 10-K.

How many Eagle Financial Services (EFSI) shares does Fourthstone LLC hold?

Fourthstone LLC directly holds 287,575 shares of Eagle Financial Services common stock on behalf of its advisory clients. These shares are reported with shared voting and dispositive power among the various Fourthstone-related reporting persons.

Is Fourthstone’s EFSI stake intended to influence control of the company?

The reporting persons state the EFSI securities were not acquired and are not held for the purpose of changing or influencing control. They describe the position as acquired in the ordinary course of business as a registered investment adviser.

Which entities are included as reporting persons in the Eagle Financial Services (EFSI) Schedule 13G/A?

Reporting persons include Fourthstone LLC, Fourthstone Master Opportunity Fund Ltd, Fourthstone GP LLC, Fourthstone QP Opportunity Fund LP, Fourthstone Small-Cap Financials Fund LP, and L. Phillip Stone, IV, Managing Member of Fourthstone LLC and Fourthstone GP.

What are the key ownership powers reported by Fourthstone over EFSI shares?

Fourthstone and related entities report 0 shares with sole voting or dispositive power and 287,575 shares with shared voting and shared dispositive power. Each entity’s specific shared powers are detailed on its respective cover page.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





26951R104

(CUSIP Number)
06/30/2026

(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




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G



Fourthstone LLC
Signature:Amy M. Stone
Name/Title:Chief Executive Officer
Date:08/14/2026
Fourthstone Master Opportunity Fund Ltd
Signature:Amy M. Stone
Name/Title:Chief Executive Officer
Date:08/14/2026
Fourthstone GP LLC
Signature:L. Phillip Stone, IV
Name/Title:Managing Member of Fourthstone GP LLC
Date:08/14/2026
Fourthstone QP Opportunity Fund LP
Signature:Amy M. Stone
Name/Title:Chief Executive Officer
Date:08/14/2026
Fourthstone Small-Cap Financials Fund LP
Signature:Amy M. Stone
Name/Title:Chief Executive Officer
Date:08/14/2026
L. Phillip Stone, IV
Signature:L. Phillip Stone, IV
Name/Title:Self, Principal owner of Fourthstone LLC
Date:08/14/2026