Cornerstone Planning Group’s Evans Bancorp Inc EVBN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13	Closed	-$496	–	1718
2025 Q1	$496	Hold	13	–	–	﹤0.01%	1313
2024 Q4	$572	Hold	13	–	–	﹤0.01%	1100
2024 Q3	$519	Hold	13	–	–	﹤0.01%	1077
2024 Q2	$418	Sell	13 -6	-32%	-$162	﹤0.01%	1101
2024 Q1	$486	Buy	+19	New	+$563	﹤0.01%	943

Other funds holding EVBN

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cornerstone Planning Group's EVBN Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Evans Bancorp Inc (EVBN) in Q2 2025, closing a stake of 13 shares — an estimated $496 sold.

Cornerstone Planning Group first reported a position in EVBN in Q1 2024 and held it in 5 quarters. The position peaked at $572 in Q4 2024. 1 fund tracked by Wall St. Rank holds EVBN as of Q2 2025.

Cornerstone Planning Group reported no remaining Evans Bancorp Inc position as of Q2 2025 after selling out during the quarter.
Cornerstone Planning Group sold 13 Evans Bancorp Inc shares in Q2 2025, an estimated $496.
Cornerstone Planning Group first reported a position in Evans Bancorp Inc in Q1 2024 and held it in 5 quarters.
Cornerstone Planning Group's Evans Bancorp Inc position peaked at $572 in Q4 2024.
1 fund tracked by Wall St. Rank held Evans Bancorp Inc as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.