Blue Trust, Inc. EBMT — EAGLE BANCORP MONT INC

Ownership history in Blue Trust, Inc.  ·  10 quarters on record

AI Ownership Summary

Blue Trust, Inc. reported EAGLE BANCORP MONT INC (EBMT) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows EBMT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EBMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blue Trust, Inc.'s position in EAGLE BANCORP MONT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EBMT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EBMT stock page Blue Trust, Inc. fund profile Blue Trust, Inc. full holdings
How Blue Trust, Inc. held EBMT — position size vs. price
% of Fund (quarterly)    EBMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,140 — 0% 0.00% $23K 2026-04-20 $22.22
2025 Q4 UNCHANGED — — — 1,140 — 0% 0.00% $23K 2026-01-16 $20.48
2025 Q3 UNCHANGED — — — 1,140 — 0% 0.00% $20K 2025-10-16 $16.35
2025 Q2 REDUCED 18.0% +4.8% ❌ 1,140 -251 -18.0% 0.00% $19K 2025-07-24 $15.87
2025 Q1 ADDED — — — 1,391 +251 +22.0% 0.00% $23K 2025-04-21 $16.12
2024 Q4 UNCHANGED — — — 1,140 — 0% 0.00% $18K 2025-01-22 $14.28
2024 Q3 UNCHANGED — — — 1,140 — 0% 0.00% $15K 2024-10-17 $15.88
2024 Q2 UNCHANGED — — — 1,140 — 0% 0.00% $15K 2024-07-18 $13.45
2024 Q1 UNCHANGED — — — 1,140 — 0% 0.00% $15K 2024-05-01 $12.00
2023 Q4 INITIATED — — — 1,140 — — 0.00% $13 2024-01-18 $14.45

🏢 Other funds also holding EBMT

As of 2026 Q1 — sorted by position size

Allied Investment Advisors, LLC 3Y 7Y 0.09% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.02% STRS OHIO 3Y 7Y 0.0% Janney Montgomery Scott LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% Sterling Capital Management LLC 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% GAMMA Investing LLC 0.0% IFP Advisors, Inc 3Y 7Y 0.0% SJS Investment Consulting Inc. 3Y 0.0%

FAQ About Blue Trust, Inc. and EBMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Blue Trust, Inc. reported owning EBMT?

Blue Trust, Inc. reported EBMT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EBMT position in Blue Trust, Inc.'s portfolio?

The largest reported portfolio weight for EBMT was 0.00% in 2025 Q1.

What is the latest reported EBMT position on this page?

The most recent filing on this page is 2026 Q1, when Blue Trust, Inc. reported 1,140 shares, equal to 0.00% of portfolio, with an estimated market value of $23K.

What does the chart on this EBMT ownership page compare?

The chart compares Blue Trust, Inc.'s quarterly EBMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Blue Trust, Inc. time their EBMT position?

Based on 13F filing dates vs. subsequent EBMT price moves, Blue Trust, Inc. correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on EBMT relative to SPY over the holding period was +0.3%.

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