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Atria Investments’s Eagle Bancorp Montana EBMT Stock Holding History

Atria Investments’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
2025
Q2 		– Sell
-11,387
Closed -$191K – 2010
2025
Q1 		$191K Buy
11,387
+290
+3% +$4.71K ﹤0.01% 1833
2024
Q4 		$170K Buy
11,097
+1,006
+10% +$16.6K ﹤0.01% 1804
2024
Q3 		$159K Sell
10,091
-1,440
-12% -$20.7K ﹤0.01% 1849
2024
Q2 		$153K Buy
+11,531
New +$149K ﹤0.01% 1850

Other funds holding EBMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

Atria Investments's EBMT Position: Q2 2025 in Review

Atria Investments sold out of Eagle Bancorp Montana (EBMT) in Q2 2025, closing a stake of 11,387 shares — an estimated $191K sold.

Atria Investments first reported a position in EBMT in Q2 2024 and held it in 4 quarters. The position peaked at $191K in Q1 2025. 79 funds tracked by Wall St. Rank hold EBMT as of Q2 2025.

  • Atria Investments reported no remaining Eagle Bancorp Montana position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 11,387 Eagle Bancorp Montana shares in Q2 2025, an estimated $191K.
  • Atria Investments first reported a position in Eagle Bancorp Montana in Q2 2024 and held it in 4 quarters.
  • Atria Investments's Eagle Bancorp Montana position peaked at $191K in Q1 2025.
  • 79 funds tracked by Wall St. Rank held Eagle Bancorp Montana as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.