EWA
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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
Q1 		$295K Buy
+11,862
New +$296K ﹤0.01% 1178

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

EP Wealth Advisors's EGBN Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in Eagle Bancorp (EGBN) in Q1 2026: 11,862 shares worth $295K. The stake represents ﹤0.01% of the portfolio and ranks #1178 among its holdings.

198 funds tracked by Wall St. Rank hold EGBN as of Q1 2026.

  • EP Wealth Advisors held 11,862 shares of Eagle Bancorp worth $295K as of Q1 2026.
  • Eagle Bancorp was a new EP Wealth Advisors position in Q1 2026.
  • Eagle Bancorp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1178 holding.
  • 198 funds tracked by Wall St. Rank held Eagle Bancorp as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.