True Wealth Design’s Eagle Bancorp Montana EBMT Stock Holding History

True Wealth Design’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	$401	Sell	19 -9	-32%	-$206	﹤0.01%	2193
2026 Q2	$671	Buy	28 +13	+87%	+$292	﹤0.01%	2106
2026 Q1	$309	Hold	15	–	–	﹤0.01%	2208
2025 Q4	$299	Buy	15 +1	+7%	+$17	﹤0.01%	2123
2025 Q3	$242	Buy	+14	New	+$238	﹤0.01%	2257

Other funds holding EBMT

AIA

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's EBMT Position: Q3 2026 in Review

True Wealth Design reduced its Eagle Bancorp Montana (EBMT) stake by 32% in Q3 2026, selling an estimated $206 and leaving 19 shares worth $401. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

True Wealth Design first reported a position in EBMT in Q3 2025 and has held it in 5 quarters since. The position peaked at $671 in Q2 2026. 7 funds tracked by Wall St. Rank hold EBMT as of Q3 2026.

True Wealth Design held 19 shares of Eagle Bancorp Montana worth $401 as of Q3 2026.
True Wealth Design sold 9 Eagle Bancorp Montana shares in Q3 2026, an estimated $206.
Eagle Bancorp Montana made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2193 holding.
True Wealth Design first reported a position in Eagle Bancorp Montana in Q3 2025 and has held it in 5 quarters since.
True Wealth Design's Eagle Bancorp Montana position peaked at $671 in Q2 2026.
7 funds tracked by Wall St. Rank held Eagle Bancorp Montana as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.