Creative Planning
EGBN icon

Creative Planning’s Eagle Bancorp EGBN Stock Holding History

Creative Planning’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
2026
Q1 		$569K Sell
22,866
-6,069
-21% -$151K ﹤0.01% 2931
2025
Q4 		$620K Buy
28,935
+18,258
+171% +$352K ﹤0.01% 2650
2025
Q3 		$216K Buy
+10,677
New +$207K ﹤0.01% 3414
2024
Q1 		– Sell
-7,014
Closed -$211K – 2954
2023
Q4 		$211K Buy
+7,014
New +$166K ﹤0.01% 2380
2020
Q1 		– Sell
-10,527
Closed -$512K – 1923
2019
Q4 		$512K Hold
10,527
– – ﹤0.01% 1096
2019
Q3 		$470K Hold
10,527
– – ﹤0.01% 1100
2019
Q2 		$570K Sell
10,527
-44
-0.4% -$2.4K ﹤0.01% 1009
2019
Q1 		$531K Hold
10,571
– – ﹤0.01% 994
2018
Q4 		$515K Hold
10,571
– – ﹤0.01% 956
2018
Q3 		$535K Hold
10,571
– – ﹤0.01% 1041
2018
Q2 		$648K Sell
10,571
-353
-3% -$21.5K ﹤0.01% 947
2018
Q1 		$654K Sell
10,924
-15
-0.1% -$929 ﹤0.01% 945
2017
Q4 		$633K Sell
10,939
-33,329
-75% -$2.13M ﹤0.01% 938
2017
Q3 		$2.97M Sell
44,268
-805
-2% -$50.5K 0.01% 351
2017
Q2 		$2.85M Hold
45,073
– – 0.01% 336
2017
Q1 		$2.69M Buy
45,073
+32,508
+259% +$1.97M 0.01% 341
2016
Q4 		$766K Hold
12,565
– – ﹤0.01% 732
2016
Q3 		$620K Buy
12,565
+100
+0.8% +$5.02K ﹤0.01% 786
2016
Q2 		$600K Sell
12,465
-1,500
-11% -$73.7K ﹤0.01% 700
2016
Q1 		$670K Buy
13,965
+2,500
+22% +$118K 0.01% 634
2015
Q4 		$579K Hold
11,465
– – ﹤0.01% 694
2015
Q3 		$522K Hold
11,465
– – ﹤0.01% 724
2015
Q2 		$504K Buy
11,465
+4,555
+66% +$181K ﹤0.01% 660
2015
Q1 		$265K Hold
6,910
– – ﹤0.01% 1059
2014
Q4 		$245K Buy
6,910
+6,881
+23,728% +$237K ﹤0.01% 1019
2014
Q3 		$1K Buy
+29
New +$969 ﹤0.01% 3814

Other funds holding EGBN

BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning's EGBN Position: Q1 2026 in Review

Creative Planning reduced its Eagle Bancorp (EGBN) stake by 21% in Q1 2026, selling an estimated $151K and leaving 22,866 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #2931.

Creative Planning first reported a position in EGBN in Q3 2014 and has held it in 26 quarters since. The position peaked at $2.97M in Q3 2017. 198 funds tracked by Wall St. Rank hold EGBN as of Q1 2026.

  • Creative Planning held 22,866 shares of Eagle Bancorp worth $569K as of Q1 2026.
  • Creative Planning sold 6,069 Eagle Bancorp shares in Q1 2026, an estimated $151K.
  • Eagle Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2931 holding.
  • Creative Planning first reported a position in Eagle Bancorp in Q3 2014 and has held it in 26 quarters since.
  • Creative Planning's Eagle Bancorp position peaked at $2.97M in Q3 2017.
  • 198 funds tracked by Wall St. Rank held Eagle Bancorp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.