AI Holders Summary · Q1 2026

76 institutions reported EFSI in Q1 2026. Fourthstone LLC leads at 23.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

Fourthstone LLC

CIK 0001767803

$19M532K3.16%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$10M281K0.00%Q1 2026 03

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$10M280K0.00%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$9M244K0.00%Q1 2026 05

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

CIK 0001907528

$5M137K4.26%Q1 2026 06

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$4M104K0.00%Q1 2026 07

MALTESE CAPITAL MANAGEMENT LLC

CIK 0001040762

$4M107K0.74%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$4M103K0.00%Q1 2026 09

STATE STREET CORP

CIK 0000093751

$3M85K0.00%Q1 2026 10

BANC FUNDS CO LLC

CIK 0001029311

$2M65K0.42%Q1 2026 11

CHOREO, LLC

CIK 0001679031

$2M60K0.03%Q1 2026 12

NORTHERN TRUST CORP

CIK 0000073124· Index

$1M34K0.00%Q1 2026 13

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$1M30K0.00%Q1 2026 14

MORGAN STANLEY

CIK 0000895421

$982K28K0.00%Q1 2026 15

Vanguard Portfolio Management

CIK 0002100121· Index

$929K27K0.00%Q1 2026 16

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$843K24K0.00%Q1 2026 17

EJF Capital LLC

CIK 0001353254

$836K24K0.59%Q1 2026 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$690K20K0.00%Q1 2026 19

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$574K16K0.00%Q1 2026 20

UNITED CAPITAL FINANCIAL ADVISORS, LLC

CIK 0001463217

$566K16K0.00%Q1 2026

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