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Allied Investment Advisors’s Eagle Bancorp Montana EBMT Stock Holding History

Allied Investment Advisors’s Portfolio EBMT Stock Details EBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$710K Hold
29,669
– – 0.09% 68
2026
Q1 		$611K Sell
29,669
-2,100
-7% -$44.8K 0.09% 64
2025
Q4 		$632K Buy
+31,769
New +$553K 0.1% 61
2025
Q3 		– Sell
-31,769
Closed -$530K – 98
2025
Q2 		$530K Buy
+31,769
New +$533K 0.09% 58
2025
Q1 		– Sell
-34,769
Closed -$533K – 87
2024
Q4 		$533K Sell
34,769
-3,000
-8% -$49.5K 0.11% 52
2024
Q3 		$596K Sell
37,769
-5,000
-12% -$71.9K 0.12% 49
2024
Q2 		$568K Hold
42,769
– – 0.13% 45
2024
Q1 		$549K Sell
42,769
-12,457
-23% -$172K 0.13% 45
2023
Q4 		$872K Hold
55,226
– – 0.24% 41
2023
Q3 		$653K Hold
55,226
– – 0.2% 42
2023
Q2 		$731K Hold
55,226
– – 0.21% 43
2023
Q1 		$779K Hold
55,226
– – 0.24% 40
2022
Q4 		$892K Sell
55,226
-200
-0.4% -$3.63K 0.28% 38
2022
Q3 		$1.05M Buy
+55,426
New +$1.07M 0.39% 36

Other funds holding EBMT

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Allied Investment Advisors's EBMT Position: Q2 2026 in Review

Allied Investment Advisors held its Eagle Bancorp Montana (EBMT) position steady in Q2 2026 at 29,669 shares worth $710K. The position accounts for 0.09% of the portfolio, ranked #68.

Allied Investment Advisors first reported a position in EBMT in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.05M in Q3 2022. 12 funds tracked by Wall St. Rank hold EBMT as of Q2 2026.

  • Allied Investment Advisors held 29,669 shares of Eagle Bancorp Montana worth $710K as of Q2 2026.
  • Allied Investment Advisors left its Eagle Bancorp Montana share count unchanged in Q2 2026.
  • Eagle Bancorp Montana made up 0.09% of Allied Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • Allied Investment Advisors first reported a position in Eagle Bancorp Montana in Q3 2022 and has held it in 14 quarters since.
  • Allied Investment Advisors's Eagle Bancorp Montana position peaked at $1.05M in Q3 2022.
  • 12 funds tracked by Wall St. Rank held Eagle Bancorp Montana as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.