CPG
EFSI

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
Q2 		$537 Hold
13
– – ﹤0.01% 1674
2026
Q1 		$468 Buy
+13
New +$481 ﹤0.01% 1669

Other funds holding EFSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cornerstone Planning Group's EFSI Position: Q2 2026 in Review

Cornerstone Planning Group held its Eagle Financial Services Inc (EFSI) position steady in Q2 2026 at 13 shares worth $537. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Cornerstone Planning Group first reported a position in EFSI in Q1 2026 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold EFSI as of Q2 2026.

  • Cornerstone Planning Group held 13 shares of Eagle Financial Services Inc worth $537 as of Q2 2026.
  • Cornerstone Planning Group left its Eagle Financial Services Inc share count unchanged in Q2 2026.
  • Eagle Financial Services Inc made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1674 holding.
  • Cornerstone Planning Group first reported a position in Eagle Financial Services Inc in Q1 2026 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.