TWD
EBMT icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

True Wealth Design's EBMT Position: Q2 2026 in Review

True Wealth Design increased its Eagle Bancorp Montana (EBMT) stake by 87% in Q2 2026, buying an estimated $292 and bringing the position to 28 shares worth $671. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

True Wealth Design first reported a position in EBMT in Q3 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold EBMT as of Q2 2026.

  • True Wealth Design held 28 shares of Eagle Bancorp Montana worth $671 as of Q2 2026.
  • True Wealth Design bought 13 Eagle Bancorp Montana shares in Q2 2026, an estimated $292.
  • Eagle Bancorp Montana made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2106 holding.
  • True Wealth Design first reported a position in Eagle Bancorp Montana in Q3 2025 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held Eagle Bancorp Montana as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.