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Summit Wealth Group (Colorado)’s Eagle Bancorp Montana EBMT Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-1,092
Closed -$213K – 308
2025
Q3 		$213K Buy
+1,092
New +$18.6K 0.03% 252

Other funds holding EBMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Wealth Group (Colorado)'s EBMT Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Eagle Bancorp Montana (EBMT) in Q4 2025, closing a stake of 1,092 shares — an estimated $213K sold.

Summit Wealth Group (Colorado) first reported a position in EBMT in Q3 2025 and held it in 1 quarter. The position peaked at $213K in Q3 2025. 84 funds tracked by Wall St. Rank hold EBMT as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Eagle Bancorp Montana position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,092 Eagle Bancorp Montana shares in Q4 2025, an estimated $213K.
  • Summit Wealth Group (Colorado) first reported a position in Eagle Bancorp Montana in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Eagle Bancorp Montana position peaked at $213K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Eagle Bancorp Montana as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.