LPL Financial
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LPL Financial’s Eagle Bancorp Montana EBMT Stock Holding History

LPL Financial’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 		– Sell
-14,195
Closed -$282K – 6039
2025
Q4 		$282K Buy
14,195
+3,143
+28% +$54.7K ﹤0.01% 5188
2025
Q3 		$191K Buy
11,052
+84
+0.8% +$1.43K ﹤0.01% 5359
2025
Q2 		$183K Buy
+10,968
New +$184K ﹤0.01% 5121

Other funds holding EBMT

FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial's EBMT Position: Q1 2026 in Review

LPL Financial sold out of Eagle Bancorp Montana (EBMT) in Q1 2026, closing a stake of 14,195 shares — an estimated $282K sold.

LPL Financial first reported a position in EBMT in Q2 2025 and held it in 3 quarters. The position peaked at $282K in Q4 2025. 94 funds tracked by Wall St. Rank hold EBMT as of Q1 2026.

  • LPL Financial reported no remaining Eagle Bancorp Montana position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 14,195 Eagle Bancorp Montana shares in Q1 2026, an estimated $282K.
  • LPL Financial first reported a position in Eagle Bancorp Montana in Q2 2025 and held it in 3 quarters.
  • LPL Financial's Eagle Bancorp Montana position peaked at $282K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Eagle Bancorp Montana as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.