Jones Financial Companies
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Jones Financial Companies’s Eagle Bancorp Montana EBMT Stock Holding History

Jones Financial Companies’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
2025
Q3 		– Sell
-497
Closed -$8.3K – 4270
2025
Q2 		$8.3K Hold
497
– – ﹤0.01% 2944
2025
Q1 		$8.3K Hold
497
– – ﹤0.01% 2789
2024
Q4 		$7.62K Buy
+497
New +$8.2K ﹤0.01% 2625

Other funds holding EBMT

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
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
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jones Financial Companies's EBMT Position: Q3 2025 in Review

Jones Financial Companies sold out of Eagle Bancorp Montana (EBMT) in Q3 2025, closing a stake of 497 shares — an estimated $8.3K sold.

Jones Financial Companies first reported a position in EBMT in Q4 2024 and held it in 3 quarters. The position peaked at $8.3K in Q2 2025. 85 funds tracked by Wall St. Rank hold EBMT as of Q3 2025.

  • Jones Financial Companies reported no remaining Eagle Bancorp Montana position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 497 Eagle Bancorp Montana shares in Q3 2025, an estimated $8.3K.
  • Jones Financial Companies first reported a position in Eagle Bancorp Montana in Q4 2024 and held it in 3 quarters.
  • Jones Financial Companies's Eagle Bancorp Montana position peaked at $8.3K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held Eagle Bancorp Montana as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.