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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
Q2 		– Sell
-92
Closed -$2.29K – 1212
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 $6.73T AUM 46.02% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Root Financial Partners's EGBN Position: Q2 2026 in Review

Root Financial Partners sold out of Eagle Bancorp (EGBN) in Q2 2026, closing a stake of 92 shares — an estimated $2.29K sold.

Root Financial Partners first reported a position in EGBN in Q4 2025 and held it in 2 quarters. The position peaked at $2.29K in Q1 2026. 201 funds tracked by Wall St. Rank hold EGBN as of Q2 2026.

  • Root Financial Partners reported no remaining Eagle Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 92 Eagle Bancorp shares in Q2 2026, an estimated $2.29K.
  • Root Financial Partners first reported a position in Eagle Bancorp in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Eagle Bancorp position peaked at $2.29K in Q1 2026.
  • 201 funds tracked by Wall St. Rank held Eagle Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.