Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Eagle Bancorp Montana EBMT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$886K Buy
43,055
+91
+0.2% +$1.94K ﹤0.01% 1617
2025
Q4 		$855K Buy
42,964
+1,566
+4% +$27.2K ﹤0.01% 1591
2025
Q3 		$715K Buy
41,398
+1,831
+5% +$31.2K ﹤0.01% 1592
2025
Q2 		$660K Hold
39,567
– – ﹤0.01% 1470
2025
Q1 		$663K Hold
39,567
– – ﹤0.01% 1345
2024
Q4 		$607K Buy
+39,567
New +$653K ﹤0.01% 1306

Other funds holding EBMT

FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EBMT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Eagle Bancorp Montana (EBMT) stake by 0.21% in Q1 2026, buying an estimated $1.94K and bringing the position to 43,055 shares worth $886K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Carson Wealth (CWM LLC) first reported a position in EBMT in Q4 2024 and has held it in 6 quarters since. 94 funds tracked by Wall St. Rank hold EBMT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 43,055 shares of Eagle Bancorp Montana worth $886K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 91 Eagle Bancorp Montana shares in Q1 2026, an estimated $1.94K.
  • Eagle Bancorp Montana made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1617 holding.
  • Carson Wealth (CWM LLC) first reported a position in Eagle Bancorp Montana in Q4 2024 and has held it in 6 quarters since.
  • 94 funds tracked by Wall St. Rank held Eagle Bancorp Montana as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.