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EP Wealth Advisors’s Eagle Bancorp EGBN Stock Holding History

EP 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
2026
Q2 		$373K Buy
13,141
+1,279
+11% +$34.3K ﹤0.01% 1173
2026
Q1 		$295K Buy
+11,862
New +$296K ﹤0.01% 1178

Other funds holding EGBN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EP Wealth Advisors's EGBN Position: Q2 2026 in Review

EP Wealth Advisors increased its Eagle Bancorp (EGBN) stake by 11% in Q2 2026, buying an estimated $34.3K and bringing the position to 13,141 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

EP Wealth Advisors first reported a position in EGBN in Q1 2026 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold EGBN as of Q2 2026.

  • EP Wealth Advisors held 13,141 shares of Eagle Bancorp worth $373K as of Q2 2026.
  • EP Wealth Advisors bought 1,279 Eagle Bancorp shares in Q2 2026, an estimated $34.3K.
  • Eagle Bancorp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1173 holding.
  • EP Wealth Advisors first reported a position in Eagle Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Eagle Bancorp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.