Divergent Planning’s Eagle Bancorp EGBN Stock Holding History

Divergent 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
2025 Q1	–	Sell	-9,338	Closed	-$219K	–	31
2024 Q4	$219K	Hold	9,338	–	–	0.07%	26
2024 Q3	$218K	Buy	+9,338	New	+$196K	0.08%	28
2024 Q2	–	Sell	-9,338	Closed	-$212K	–	29
2024 Q1	$212K	Hold	9,338	–	–	0.09%	27
2023 Q4	$279K	Buy	+9,338	New	+$221K	0.13%	21
2023 Q3	–	Sell	-20,449	Closed	-$433K	–	26
2023 Q2	$433K	Hold	20,449	–	–	0.23%	13
2023 Q1	$684K	Hold	20,449	–	–	0.39%	10
2022 Q4	$901K	Hold	20,449	–	–	0.57%	10
2022 Q3	$917K	Hold	20,449	–	–	0.68%	11
2022 Q2	$969K	Hold	20,449	–	–	0.7%	9
2022 Q1	$1.17M	Buy	+20,449	New	+$1.22M	0.75%	9

Other funds holding EGBN

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

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

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

Divergent Planning's EGBN Position: Q1 2025 in Review

Divergent Planning sold out of Eagle Bancorp (EGBN) in Q1 2025, closing a stake of 9,338 shares — an estimated $219K sold.

Divergent Planning first reported a position in EGBN in Q1 2022 and held it in 10 quarters. The position peaked at $1.17M in Q1 2022. 199 funds tracked by Wall St. Rank hold EGBN as of Q1 2025.

Divergent Planning reported no remaining Eagle Bancorp position as of Q1 2025 after selling out during the quarter.
Divergent Planning sold 9,338 Eagle Bancorp shares in Q1 2025, an estimated $219K.
Divergent Planning first reported a position in Eagle Bancorp in Q1 2022 and held it in 10 quarters.
Divergent Planning's Eagle Bancorp position peaked at $1.17M in Q1 2022.
199 funds tracked by Wall St. Rank held Eagle Bancorp as of Q1 2025.

Based on Divergent Planning's 13F filing for Q1 2025, filed 9 Apr 2025.