Root Financial Partners
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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
Q3 		$400 Buy
+19
New +$435 ﹤0.01% 3299
2026
Q2 		– Sell
-5
Closed -$103 – 1186
2026
Q1 		$103 Buy
+5
New +$107 ﹤0.01% 3274

Other funds holding EBMT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
John G. Ullman & Associates
John G. Ullman & Associates Corning, New York $777M AUM 47.72% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Root Financial Partners's EBMT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Eagle Bancorp Montana (EBMT) in Q3 2026: 19 shares worth $400. The stake represents ﹤0.01% of the portfolio and ranks #3299 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EBMT as recently as Q1 2026.

Root Financial Partners first reported a position in EBMT in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold EBMT as of Q3 2026.

  • Root Financial Partners held 19 shares of Eagle Bancorp Montana worth $400 as of Q3 2026.
  • Eagle Bancorp Montana was a new Root Financial Partners position in Q3 2026.
  • Eagle Bancorp Montana made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3299 holding.
  • Root Financial Partners first reported a position in Eagle Bancorp Montana in Q1 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Eagle Bancorp Montana as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.