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Root Financial Partners’s Eagle Bancorp EGBN Stock Holding History

Root Financial Partners’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 		$2.29K Buy
92
+76
+475% +$1.9K ﹤0.01% 2263
2025
Q4 		$343 Buy
+16
New +$308 ﹤0.01% 2249

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

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

Root Financial Partners increased its Eagle Bancorp (EGBN) stake by 475% in Q1 2026, buying an estimated $1.9K and bringing the position to 92 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

Root Financial Partners first reported a position in EGBN in Q4 2025 and has held it in 2 quarters since. 198 funds tracked by Wall St. Rank hold EGBN as of Q1 2026.

  • Root Financial Partners held 92 shares of Eagle Bancorp worth $2.29K as of Q1 2026.
  • Root Financial Partners bought 76 Eagle Bancorp shares in Q1 2026, an estimated $1.9K.
  • Eagle Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2263 holding.
  • Root Financial Partners first reported a position in Eagle Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 198 funds tracked by Wall St. Rank held Eagle Bancorp as of Q1 2026.

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