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O'Shaughnessy Asset Management’s Eagle Bancorp Montana EBMT Stock Holding History

O'Shaughnessy Asset Management’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 		$2.08M Buy
101,016
+280
+0.3% +$5.97K 0.01% 859
2025
Q4 		$2M Sell
100,736
-16,749
-14% -$291K 0.01% 841
2025
Q3 		$2.03M Sell
117,485
-11,898
-9% -$203K 0.01% 822
2025
Q2 		$2.16M Buy
129,383
+65,643
+103% +$1.1M 0.01% 742
2025
Q1 		$1.07M Buy
63,740
+46,142
+262% +$749K 0.01% 959
2024
Q4 		$270K Buy
+17,598
New +$290K ﹤0.01% 1593
2021
Q4 		– Sell
-1,789
Closed -$40K – 1583
2021
Q3 		$40K Sell
1,789
-1,827
-51% -$40.6K ﹤0.01% 1739
2021
Q2 		$83K Sell
3,616
-331
-8% -$7.86K ﹤0.01% 1375
2021
Q1 		$96K Sell
3,947
-1,470
-27% -$33.2K ﹤0.01% 1210
2020
Q4 		$115K Buy
5,417
+316
+6% +$6.4K ﹤0.01% 1027
2020
Q3 		$90K Sell
5,101
-941
-16% -$15.9K ﹤0.01% 932
2020
Q2 		$105K Sell
6,042
-505
-8% -$8.6K ﹤0.01% 829
2020
Q1 		$106K Buy
+6,547
New +$127K ﹤0.01% 615
2018
Q2 		– Sell
-2,214
Closed -$46K – 915
2018
Q1 		$46K Sell
2,214
-1,200
-35% -$24.4K ﹤0.01% 718
2017
Q4 		$72K Hold
3,414
– – ﹤0.01% 696
2017
Q3 		$63K Sell
3,414
-29
-0.8% -$526 ﹤0.01% 683
2017
Q2 		$62K Buy
3,443
+1,439
+72% +$27K ﹤0.01% 702
2017
Q1 		$40K Buy
+2,004
New +$40.1K ﹤0.01% 710

Other funds holding EBMT

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

O'Shaughnessy Asset Management's EBMT Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its Eagle Bancorp Montana (EBMT) stake by 0.28% in Q1 2026, buying an estimated $5.97K and bringing the position to 101,016 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #859.

O'Shaughnessy Asset Management first reported a position in EBMT in Q1 2017 and has held it in 18 quarters since. The position peaked at $2.16M in Q2 2025. 94 funds tracked by Wall St. Rank hold EBMT as of Q1 2026.

  • O'Shaughnessy Asset Management held 101,016 shares of Eagle Bancorp Montana worth $2.08M as of Q1 2026.
  • O'Shaughnessy Asset Management bought 280 Eagle Bancorp Montana shares in Q1 2026, an estimated $5.97K.
  • Eagle Bancorp Montana made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #859 holding.
  • O'Shaughnessy Asset Management first reported a position in Eagle Bancorp Montana in Q1 2017 and has held it in 18 quarters since.
  • O'Shaughnessy Asset Management's Eagle Bancorp Montana position peaked at $2.16M in Q2 2025.
  • 94 funds tracked by Wall St. Rank held Eagle Bancorp Montana as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.