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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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. 102 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.
102 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.