Amalgamated Bank’s Enterprise Bancorp EBTC Stock Holding History

Amalgamated Bank’s Portfolio EBTC Stock Details EBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-323	Closed	-$13K	–	3001
2025 Q2	$13K	Hold	323	–	–	﹤0.01%	2303
2025 Q1	$13K	Hold	323	–	–	﹤0.01%	2244
2024 Q4	$13K	Hold	323	–	–	﹤0.01%	2304
2024 Q3	$10K	Hold	323	–	–	﹤0.01%	2441
2024 Q2	$8K	Hold	323	–	–	﹤0.01%	2547
2024 Q1	$8K	Sell	323 -545	-63%	-$15.1K	﹤0.01%	2518
2023 Q4	$28K	Sell	868 -96	-10%	-$2.7K	﹤0.01%	2494
2023 Q3	$26K	Hold	964	–	–	﹤0.01%	2525
2023 Q2	$28K	Hold	964	–	–	﹤0.01%	2569
2023 Q1	$30K	Sell	964 -217	-18%	-$7.48K	﹤0.01%	2501
2022 Q4	$42K	Hold	1,181	–	–	﹤0.01%	2496
2022 Q3	$35K	Hold	1,181	–	–	﹤0.01%	2606
2022 Q2	$38K	Buy	1,181 +60	+5%	+$2.05K	﹤0.01%	2608
2022 Q1	$45K	Buy	+1,121	New	+$45.7K	﹤0.01%	2533

Other funds holding EBTC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Amalgamated Bank's EBTC Position: Q3 2025 in Review

Amalgamated Bank sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 323 shares — an estimated $13K sold.

Amalgamated Bank first reported a position in EBTC in Q1 2022 and held it in 14 quarters. The position peaked at $45K in Q1 2022. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.

Amalgamated Bank reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
Amalgamated Bank sold 323 Enterprise Bancorp shares in Q3 2025, an estimated $13K.
Amalgamated Bank first reported a position in Enterprise Bancorp in Q1 2022 and held it in 14 quarters.
Amalgamated Bank's Enterprise Bancorp position peaked at $45K in Q1 2022.
1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.

Based on Amalgamated Bank's 13F filing for Q3 2025, filed 29 Oct 2025.