Cornerstone Planning Group’s Eagle Financial Services Inc EFSI Stock Holding History

Cornerstone Planning Group’s Portfolio EFSI Stock Details EFSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-13	Closed	-$537	–	1826
2026 Q2	$537	Hold	13	–	–	﹤0.01%	1674
2026 Q1	$468	Buy	+13	New	+$481	﹤0.01%	1669

Other funds holding EFSI

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Cornerstone Planning Group's EFSI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Eagle Financial Services Inc (EFSI) in Q3 2026, closing a stake of 13 shares — an estimated $537 sold.

Cornerstone Planning Group first reported a position in EFSI in Q1 2026 and held it in 2 quarters. The position peaked at $537 in Q2 2026. 6 funds tracked by Wall St. Rank hold EFSI as of Q3 2026.

Cornerstone Planning Group reported no remaining Eagle Financial Services Inc position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 13 Eagle Financial Services Inc shares in Q3 2026, an estimated $537.
Cornerstone Planning Group first reported a position in Eagle Financial Services Inc in Q1 2026 and held it in 2 quarters.
Cornerstone Planning Group's Eagle Financial Services Inc position peaked at $537 in Q2 2026.
6 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.