CCM
EBTC

Coldstream Capital Management’s Enterprise Bancorp EBTC Stock Holding History

Coldstream Capital 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
Q2 		– Sell
-58
Closed -$2.26K – 1747
2025
Q1 		$2.26K Buy
+58
New +$2.38K ﹤0.01% 2966

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Geode Capital Management
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
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American Century Companies
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Qube Research & Technologies (QRT)
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Citigroup
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Commonwealth Equity Services
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Coldstream Capital Management's EBTC Position: Q2 2025 in Review

Coldstream Capital Management sold out of Enterprise Bancorp (EBTC) in Q2 2025, closing a stake of 58 shares — an estimated $2.26K sold.

Coldstream Capital Management first reported a position in EBTC in Q1 2025 and held it in 1 quarter. The position peaked at $2.26K in Q1 2025. 94 funds tracked by Wall St. Rank hold EBTC as of Q2 2025.

  • Coldstream Capital Management reported no remaining Enterprise Bancorp position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 58 Enterprise Bancorp shares in Q2 2025, an estimated $2.26K.
  • Coldstream Capital Management first reported a position in Enterprise Bancorp in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Enterprise Bancorp position peaked at $2.26K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held Enterprise Bancorp as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.