Root Financial Partners’s Eagle Bancorp Montana EBMT Stock Holding History

Root Financial Partners’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	$103	Buy	+5	New	+$107	﹤0.01%	3274

Other funds holding EBMT

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

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

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

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

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Root Financial Partners's EBMT Position: Q1 2026 in Review

Root Financial Partners opened a new position in Eagle Bancorp Montana (EBMT) in Q1 2026: 5 shares worth $103. The stake represents ﹤0.01% of the portfolio and ranks #3274 among its holdings.

94 funds tracked by Wall St. Rank hold EBMT as of Q1 2026.

Root Financial Partners held 5 shares of Eagle Bancorp Montana worth $103 as of Q1 2026.
Eagle Bancorp Montana was a new Root Financial Partners position in Q1 2026.
Eagle Bancorp Montana made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3274 holding.
94 funds tracked by Wall St. Rank held Eagle Bancorp Montana as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.