BFIM
EBTC

Beese Fulmer Investment Management’s Enterprise Bancorp EBTC Stock Holding History

Beese Fulmer Investment Management’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
-8,850
Closed -$351K – 289
2025
Q2 		$351K Hold
8,850
– – 0.03% 220
2025
Q1 		$345K Hold
8,850
– – 0.03% 189
2024
Q4 		$350K Hold
8,850
– – 0.03% 182
2024
Q3 		$283K Hold
8,850
– – 0.02% 197
2024
Q2 		$220K Sell
8,850
-1,500
-14% -$36.7K 0.02% 206
2024
Q1 		$269K Hold
10,350
– – 0.03% 195
2023
Q4 		$334K Hold
10,350
– – 0.03% 177
2023
Q3 		$283K Hold
10,350
– – 0.03% 182
2023
Q2 		$300K Hold
10,350
– – 0.03% 179
2023
Q1 		$326K Hold
10,350
– – 0.04% 177
2022
Q4 		$365K Hold
10,350
– – 0.04% 171
2022
Q3 		$310K Hold
10,350
– – 0.04% 171
2022
Q2 		$333K Hold
10,350
– – 0.04% 172
2022
Q1 		$415K Hold
10,350
– – 0.05% 165
2021
Q4 		$465K Hold
10,350
– – 0.05% 163
2021
Q3 		$372K Buy
+10,350
New +$346K 0.04% 173

Other funds holding EBTC

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

Beese Fulmer Investment Management's EBTC Position: Q3 2025 in Review

Beese Fulmer Investment Management sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 8,850 shares — an estimated $351K sold.

Beese Fulmer Investment Management first reported a position in EBTC in Q3 2021 and held it in 16 quarters. The position peaked at $465K in Q4 2021. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.

  • Beese Fulmer Investment Management reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 8,850 Enterprise Bancorp shares in Q3 2025, an estimated $351K.
  • Beese Fulmer Investment Management first reported a position in Enterprise Bancorp in Q3 2021 and held it in 16 quarters.
  • Beese Fulmer Investment Management's Enterprise Bancorp position peaked at $465K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.