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EverSource Wealth Advisors’s Eagle Bancorp Montana EBMT Stock Holding History

EverSource Wealth Advisors’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
Q2 		$1.82K Buy
76
+10
+15% +$224 ﹤0.01% 3760
2026
Q1 		$1.36K Buy
66
+7
+12% +$149 ﹤0.01% 3763
2025
Q4 		$1.17K Buy
59
+13
+28% +$226 ﹤0.01% 3667
2025
Q3 		$794 Buy
+46
New +$783 ﹤0.01% 3825

Other funds holding EBMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EverSource Wealth Advisors's EBMT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Eagle Bancorp Montana (EBMT) stake by 15% in Q2 2026, buying an estimated $224 and bringing the position to 76 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3760.

EverSource Wealth Advisors first reported a position in EBMT in Q3 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold EBMT as of Q2 2026.

  • EverSource Wealth Advisors held 76 shares of Eagle Bancorp Montana worth $1.82K as of Q2 2026.
  • EverSource Wealth Advisors bought 10 Eagle Bancorp Montana shares in Q2 2026, an estimated $224.
  • Eagle Bancorp Montana made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3760 holding.
  • EverSource Wealth Advisors first reported a position in Eagle Bancorp Montana in Q3 2025 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held Eagle Bancorp Montana as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.