Empowered Funds’s Eagle Bancorp Montana EBMT Stock Holding History

Empowered Funds’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	$765K	Buy	37,166 +3,434	+10%	+$73.2K	﹤0.01%	1503
2025 Q4	$671K	Buy	33,732 +3,121	+10%	+$54.3K	0.01%	700
2025 Q3	$529K	Buy	30,611 +3,294	+12%	+$56.1K	0.01%	1388
2025 Q2	$455K	Buy	27,317 +2,203	+9%	+$37K	0.01%	1355
2025 Q1	$421K	Buy	25,114 +1,706	+7%	+$27.7K	0.01%	1284
2024 Q4	$359K	Buy	23,408 +960	+4%	+$15.8K	0.01%	1308
2024 Q3	$354K	Buy	22,448 +1,072	+5%	+$15.4K	0.01%	1205
2024 Q2	$284K	Buy	21,376 +1,440	+7%	+$18.6K	﹤0.01%	1221
2024 Q1	$256K	Buy	19,936 +1,400	+8%	+$19.3K	﹤0.01%	1253
2023 Q4	$293K	Buy	18,536 +1,536	+9%	+$19.3K	0.01%	1120
2023 Q3	$201K	Buy	17,000 +1,264	+8%	+$16.2K	0.01%	1150
2023 Q2	$208K	Buy	+15,736	New	+$207K	0.01%	1066

Other funds holding EBMT

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

O'Shaughnessy Asset Management Stamford, Connecticut $19.9B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

American Century Companies

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