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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
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

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

True Wealth Design increased its Eagle Bancorp (EGBN) stake by 13% in Q2 2026, buying an estimated $536 and bringing the position to 174 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

True Wealth Design first reported a position in EGBN in Q1 2025 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold EGBN as of Q2 2026.

  • True Wealth Design held 174 shares of Eagle Bancorp worth $4.94K as of Q2 2026.
  • True Wealth Design bought 20 Eagle Bancorp shares in Q2 2026, an estimated $536.
  • Eagle Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1336 holding.
  • True Wealth Design first reported a position in Eagle Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 12 funds tracked by Wall St. Rank held Eagle Bancorp as of Q2 2026.

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