Burt Wealth Advisors’s Eagle Bancorp EGBN Stock Holding History

Burt Wealth Advisors’s Portfolio EGBN Stock Details EGBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$282K	Hold	13,945	–	–	0.07%	101
2025 Q2	$272K	Hold	13,945	–	–	0.06%	100
2025 Q1	$293K	Hold	13,945	–	–	0.07%	92
2024 Q4	$363K	Hold	13,945	–	–	0.09%	80
2024 Q3	$315K	Buy	+13,945	New	+$292K	0.08%	88
2020 Q2	–	Sell	-700	Closed	-$21K	–	410
2020 Q1	$21K	Sell	700 -935	-57%	-$37.7K	0.01%	221
2019 Q4	$80K	Hold	1,635	–	–	0.03%	139
2019 Q3	$73K	Sell	1,635 -620	-27%	-$27.1K	0.03%	145
2019 Q2	$122K	Hold	2,255	–	–	0.05%	112
2019 Q1	$113K	Hold	2,255	–	–	0.05%	116
2018 Q4	$110K	Hold	2,255	–	–	0.05%	117
2018 Q3	$114K	Hold	2,255	–	–	0.05%	126
2018 Q2	$138K	Hold	2,255	–	–	0.07%	106
2018 Q1	$135K	Hold	2,255	–	–	0.07%	108
2017 Q4	$131K	Hold	2,255	–	–	0.08%	106
2017 Q3	$151K	Sell	2,255 -980	-30%	-$61.5K	0.1%	91
2017 Q2	$204K	Hold	3,235	–	–	0.14%	62
2017 Q1	$193K	Buy	3,235 +148	+5%	+$8.98K	0.14%	64
2016 Q4	$188K	Hold	3,087	–	–	0.17%	69
2016 Q3	$152K	Buy	3,087 +980	+47%	+$49.2K	0.16%	74
2016 Q2	$101K	Hold	2,107	–	–	0.11%	99
2016 Q1	$101K	Hold	2,107	–	–	0.09%	108
2015 Q4	$106K	Hold	2,107	–	–	0.08%	99
2015 Q3	$95K	Hold	2,107	–	–	0.12%	97
2015 Q2	$92K	Hold	2,107	–	–	0.1%	109
2015 Q1	$81K	Buy	2,107 +620	+42%	+$22.1K	0.08%	109
2014 Q4	$53K	Buy	+1,487	New	+$51.2K	0.06%	138

Other funds holding EGBN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Burt Wealth Advisors's EGBN Position: Q3 2025 in Review

Burt Wealth Advisors held its Eagle Bancorp (EGBN) position steady in Q3 2025 at 13,945 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #101.

Burt Wealth Advisors first reported a position in EGBN in Q4 2014 and has held it in 27 quarters since. The position peaked at $363K in Q4 2024. 185 funds tracked by Wall St. Rank hold EGBN as of Q3 2025.

Burt Wealth Advisors held 13,945 shares of Eagle Bancorp worth $282K as of Q3 2025.
Burt Wealth Advisors left its Eagle Bancorp share count unchanged in Q3 2025.
Eagle Bancorp made up 0.07% of Burt Wealth Advisors's portfolio in Q3 2025, its #101 holding.
Burt Wealth Advisors first reported a position in Eagle Bancorp in Q4 2014 and has held it in 27 quarters since.
Burt Wealth Advisors's Eagle Bancorp position peaked at $363K in Q4 2024.
185 funds tracked by Wall St. Rank held Eagle Bancorp as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.