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True Wealth Design’s Eagle Bancorp EGBN Stock Holding History

True Wealth Design’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
Q3 		$4.84K Hold
174
– – ﹤0.01% 1353
2026
Q2 		$4.94K Buy
174
+20
+13% +$536 ﹤0.01% 1336
2026
Q1 		$3.83K Hold
154
– – ﹤0.01% 1307
2025
Q4 		$3.3K Hold
154
– – ﹤0.01% 1254
2025
Q3 		$3.11K Buy
154
+128
+492% +$2.48K ﹤0.01% 1295
2025
Q2 		$507 Sell
26
-55
-68% -$1.02K ﹤0.01% 1736
2025
Q1 		$1.7K Buy
+81
New +$1.92K ﹤0.01% 1067

Other funds holding EGBN

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

True Wealth Design held its Eagle Bancorp (EGBN) position steady in Q3 2026 at 174 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

True Wealth Design first reported a position in EGBN in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.94K in Q2 2026. 11 funds tracked by Wall St. Rank hold EGBN as of Q3 2026.

  • True Wealth Design held 174 shares of Eagle Bancorp worth $4.84K as of Q3 2026.
  • True Wealth Design left its Eagle Bancorp share count unchanged in Q3 2026.
  • Eagle Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1353 holding.
  • True Wealth Design first reported a position in Eagle Bancorp in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Eagle Bancorp position peaked at $4.94K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Eagle Bancorp as of Q3 2026.

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