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Pinnacle Wealth Planning Services’s Eagle Bancorp EGBN Stock Holding History

Pinnacle Wealth Planning Services’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 		$25.7K Buy
1,035
+10
+1% +$249 ﹤0.01% 1561
2025
Q4 		$22K Buy
+1,025
New +$19.8K ﹤0.01% 1671
2021
Q1 		– Sell
-310
Closed -$13K – 817
2020
Q4 		$13K Buy
+310
New +$10.9K ﹤0.01% 1304

Other funds holding EGBN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pinnacle Wealth Planning Services's EGBN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Eagle Bancorp (EGBN) stake by 0.98% in Q1 2026, buying an estimated $249 and bringing the position to 1,035 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Pinnacle Wealth Planning Services first reported a position in EGBN in Q4 2020 and has held it in 3 quarters since. 198 funds tracked by Wall St. Rank hold EGBN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,035 shares of Eagle Bancorp worth $25.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 10 Eagle Bancorp shares in Q1 2026, an estimated $249.
  • Eagle Bancorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1561 holding.
  • Pinnacle Wealth Planning Services first reported a position in Eagle Bancorp in Q4 2020 and has held it in 3 quarters since.
  • 198 funds tracked by Wall St. Rank held Eagle Bancorp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.