EWA
PWOD

EverSource Wealth Advisors’s Penns Woods Bancorp PWOD Stock Holding History

EverSource Wealth Advisors’s Portfolio PWOD Stock Details PWOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-28
Closed -$781 – 4341
2025
Q1 		$781 Hold
28
– – ﹤0.01% 3318
2024
Q4 		$851 Hold
28
– – ﹤0.01% 3019
2024
Q3 		$666 Sell
28
-73
-72% -$1.62K ﹤0.01% 2803
2024
Q2 		$2.41K Hold
101
– – ﹤0.01% 2487
2024
Q1 		$1.76K Buy
+101
New +$2.04K ﹤0.01% 2426

Other funds holding PWOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

EverSource Wealth Advisors's PWOD Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Penns Woods Bancorp (PWOD) in Q2 2025, closing a stake of 28 shares — an estimated $781 sold.

EverSource Wealth Advisors first reported a position in PWOD in Q1 2024 and held it in 5 quarters. The position peaked at $2.41K in Q2 2024. 72 funds tracked by Wall St. Rank hold PWOD as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining Penns Woods Bancorp position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 28 Penns Woods Bancorp shares in Q2 2025, an estimated $781.
  • EverSource Wealth Advisors first reported a position in Penns Woods Bancorp in Q1 2024 and held it in 5 quarters.
  • EverSource Wealth Advisors's Penns Woods Bancorp position peaked at $2.41K in Q2 2024.
  • 72 funds tracked by Wall St. Rank held Penns Woods Bancorp as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.