Petiole USA’s Eagle Bancorp Montana EBMT Stock Holding History

Petiole USA’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 Q4	–	Sell	-51,585	Closed	-$891K	–	35
2025 Q3	$891K	Sell	51,585 -51,226	-50%	-$872K	0.62%	36
2025 Q2	$1.71M	Sell	102,811 -85,800	-45%	-$1.44M	1.21%	36
2025 Q1	$3.16M	Sell	188,611 -42,869	-19%	-$696K	2.23%	18
2024 Q4	$3.55M	Hold	231,480	–	–	2.23%	20
2024 Q3	$3.66M	Hold	231,480	–	–	2.39%	15
2024 Q2	$3.07M	Hold	231,480	–	–	2.58%	16
2024 Q1	$2.97M	Hold	231,480	–	–	2.33%	21
2023 Q4	$3.66M	Hold	231,480	–	–	2.7%	16
2023 Q3	$2.75M	Hold	231,480	–	–	2.52%	16
2023 Q2	$3.06M	Hold	231,480	–	–	3%	13
2023 Q1	$3.27M	Hold	231,480	–	–	3.15%	13
2022 Q4	$3.74M	Buy	231,480 +5,000	+2%	+$90.6K	2.74%	19
2022 Q3	$4.3M	Buy	226,480 +112,300	+98%	+$2.17M	3.2%	13
2022 Q2	$2.27M	Buy	114,180 +5,568	+5%	+$113K	1.99%	24
2022 Q1	$1.83M	Buy	+108,612	New	+$2.46M	1.42%	29

Other funds holding EBMT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 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

O'Shaughnessy Asset Management Stamford, Connecticut $19.9B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return