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 Q1	$468	Buy	+13	New	+$481	﹤0.01%	1669

Other funds holding EFSI

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

GCWM

Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Cornerstone Planning Group's EFSI Position: Q1 2026 in Review

Cornerstone Planning Group opened a new position in Eagle Financial Services Inc (EFSI) in Q1 2026: 13 shares worth $468. The stake represents ﹤0.01% of the portfolio and ranks #1669 among its holdings.

74 funds tracked by Wall St. Rank hold EFSI as of Q1 2026.

Cornerstone Planning Group held 13 shares of Eagle Financial Services Inc worth $468 as of Q1 2026.
Eagle Financial Services Inc was a new Cornerstone Planning Group position in Q1 2026.
Eagle Financial Services Inc made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1669 holding.
74 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.