Beacon Pointe Advisors’s Enterprise Bancorp EBTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-19,701
| Closed | -$781K | – | 1421 |
|
|
2025
Q2 | $781K | Hold |
19,701
| – | – | 0.01% | 744 |
|
|
2025
Q1 | $767K | Hold |
19,701
| – | – | 0.01% | 707 |
|
|
2024
Q4 | $779K | Hold |
19,701
| – | – | 0.01% | 707 |
|
|
2024
Q3 | $630K | Hold |
19,701
| – | – | 0.01% | 773 |
|
|
2024
Q2 | $490K | Hold |
19,701
| – | – | 0.01% | 874 |
|
|
2024
Q1 | $512K | Buy |
19,701
+3,098
| +19% | +$85.7K | 0.01% | 909 |
|
|
2023
Q4 | $536K | Hold |
16,603
| – | – | 0.01% | 873 |
|
|
2023
Q3 | $455K | Buy |
+16,603
| New | +$486K | 0.01% | 916 |
|
|
2022
Q1 | – | Sell |
-14,804
| Closed | -$665K | – | 1212 |
|
|
2021
Q4 | $665K | Buy |
+14,804
| New | +$587K | 0.02% | 476 |
|
|
2021
Q3 | – | Sell |
-11,863
| Closed | -$389K | – | 921 |
|
|
2021
Q2 | $389K | Buy |
+11,863
| New | +$405K | 0.01% | 569 |
|
|
2021
Q1 | – | Sell |
-11,863
| Closed | -$303K | – | 545 |
|
|
2020
Q4 | $303K | Buy |
+11,863
| New | +$292K | 0.02% | 369 |
|
|
2020
Q3 | – | Sell |
-11,863
| Closed | -$283K | – | 407 |
|
|
2020
Q2 | $283K | Buy |
+11,863
| New | +$275K | 0.03% | 312 |
|
Other funds holding EBTC
Beacon Pointe Advisors's EBTC Position: Q3 2025 in Review
Beacon Pointe Advisors sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 19,701 shares — an estimated $781K sold.
Beacon Pointe Advisors first reported a position in EBTC in Q2 2020 and held it in 12 quarters. The position peaked at $781K in Q2 2025. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.
- Beacon Pointe Advisors reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
- Beacon Pointe Advisors sold 19,701 Enterprise Bancorp shares in Q3 2025, an estimated $781K.
- Beacon Pointe Advisors first reported a position in Enterprise Bancorp in Q2 2020 and held it in 12 quarters.
- Beacon Pointe Advisors's Enterprise Bancorp position peaked at $781K in Q2 2025.
- 1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.
Based on Beacon Pointe Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.