North Reef Capital Management’s Eagle Bancorp EGBN Stock Holding History

North Reef Capital Management’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	$67.3M	Sell	2,706,025 -233,975	-8%	-$5.84M	2.32%	14
2025 Q4	$63M	Buy	2,940,000 +307,082	+12%	+$5.92M	2.53%	13
2025 Q3	$53.2M	Buy	2,632,918 +2,232,918	+558%	+$43.3M	2.49%	11
2025 Q2	$7.79M	Sell	400,000 -667,781	-63%	-$12.4M	0.35%	31
2025 Q1	$22.4M	Buy	1,067,781 +100,188	+10%	+$2.38M	0.97%	19
2024 Q4	$25.2M	Buy	967,593 +692,593	+252%	+$18.6M	1.13%	22
2024 Q3	$6.21M	Buy	+275,000	New	+$5.77M	0.29%	37
2022 Q2	–	Sell	-225,560	Closed	-$12.9M	–	38
2022 Q1	$12.9M	Buy	225,560 +89,834	+66%	+$5.37M	5.26%	8
2021 Q4	$7.92M	Buy	+135,726	New	+$7.86M	3.65%	12

Other funds holding EGBN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

North Reef Capital Management's EGBN Position: Q1 2026 in Review

North Reef Capital Management reduced its Eagle Bancorp (EGBN) stake by 8% in Q1 2026, selling an estimated $5.84M and leaving 2,706,025 shares worth $67.3M. The position accounts for 2.32% of the portfolio, ranked #14.

North Reef Capital Management first reported a position in EGBN in Q4 2021 and has held it in 9 quarters since. 198 funds tracked by Wall St. Rank hold EGBN as of Q1 2026.

North Reef Capital Management held 2,706,025 shares of Eagle Bancorp worth $67.3M as of Q1 2026.
North Reef Capital Management sold 233,975 Eagle Bancorp shares in Q1 2026, an estimated $5.84M.
Eagle Bancorp made up 2.32% of North Reef Capital Management's portfolio in Q1 2026, its #14 holding.
North Reef Capital Management first reported a position in Eagle Bancorp in Q4 2021 and has held it in 9 quarters since.
198 funds tracked by Wall St. Rank held Eagle Bancorp as of Q1 2026.

Based on North Reef Capital Management's 13F filing for Q1 2026, filed 15 May 2026.