Commonwealth Equity Services’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 |
-109,727
| Closed | -$4.35M | – | 4284 |
|
|
2025
Q2 | $4.35M | Sell |
109,727
-855
| -0.8% | -$32.6K | 0.01% | 1427 |
|
|
2025
Q1 | $4.3M | Sell |
110,582
-1,408
| -1% | -$57.7K | 0.01% | 1373 |
|
|
2024
Q4 | $4.43M | Sell |
111,990
-9,275
| -8% | -$334K | 0.01% | 1313 |
|
|
2024
Q3 | $3.88M | Buy |
121,265
+4,053
| +3% | +$116K | 0.01% | 1390 |
|
|
2024
Q2 | $2.92M | Buy |
117,212
+282
| +0.2% | +$6.91K | ﹤0.01% | 1549 |
|
|
2024
Q1 | $3.04M | Buy |
116,930
+170
| +0.1% | +$4.7K | 0.01% | 1493 |
|
|
2023
Q4 | $3.77M | Buy |
116,760
+238
| +0.2% | +$6.68K | 0.01% | 1277 |
|
|
2023
Q3 | $3.19M | Sell |
116,522
-836
| -0.7% | -$24.5K | 0.01% | 1296 |
|
|
2023
Q2 | $3.4M | Buy |
117,358
+42,428
| +57% | +$1.23M | 0.01% | 1283 |
|
|
2023
Q1 | $2.36K | Buy |
74,930
+2,075
| +3% | +$71.6K | ﹤0.01% | 1463 |
|
|
2022
Q4 | $2.57M | Sell |
72,855
-1,085
| -1% | -$35.8K | 0.01% | 1333 |
|
|
2022
Q3 | $2.21M | Sell |
73,940
-67,926
| -48% | -$2.18M | 0.01% | 1355 |
|
|
2022
Q2 | $4.57M | Sell |
141,866
-1,380
| -1% | -$47.2K | 0.01% | 948 |
|
|
2022
Q1 | $5.75M | Buy |
143,246
+70,099
| +96% | +$2.86M | 0.01% | 880 |
|
|
2021
Q4 | $3.29M | Buy |
73,147
+460
| +0.6% | +$18.2K | 0.01% | 1158 |
|
|
2021
Q3 | $2.61M | Sell |
72,687
-1,525
| -2% | -$51.1K | 0.01% | 1271 |
|
|
2021
Q2 | $2.43M | Sell |
74,212
-36,489
| -33% | -$1.24M | 0.01% | 1299 |
|
|
2021
Q1 | $3.6M | Sell |
110,701
-5,936
| -5% | -$174K | 0.01% | 952 |
|
|
2020
Q4 | $2.98M | Sell |
116,637
-2,539
| -2% | -$62.4K | 0.01% | 997 |
|
|
2020
Q3 | $2.5M | Sell |
119,176
-6,265
| -5% | -$136K | 0.01% | 977 |
|
|
2020
Q2 | $2.99M | Buy |
125,441
+48,317
| +63% | +$1.12M | 0.01% | 821 |
|
|
2020
Q1 | $2.08M | Sell |
77,124
-2,107
| -3% | -$62.2K | 0.01% | 879 |
|
|
2019
Q4 | $2.68M | Sell |
79,231
-1,249
| -2% | -$38.7K | 0.01% | 876 |
|
|
2019
Q3 | $2.41M | Sell |
80,480
-293
| -0.4% | -$8.63K | 0.01% | 882 |
|
|
2019
Q2 | $2.56M | Sell |
80,773
-1,088
| -1% | -$32.5K | 0.01% | 846 |
|
|
2019
Q1 | $2.35M | Sell |
81,861
-407
| -0.5% | -$12.7K | 0.01% | 854 |
|
|
2018
Q4 | $2.65M | Buy |
82,268
+1,742
| +2% | +$55.1K | 0.01% | 713 |
|
|
2018
Q3 | $2.77M | Sell |
80,526
-447
| -0.6% | -$16.4K | 0.01% | 774 |
|
|
2018
Q2 | $3.27M | Sell |
80,973
-1,607
| -2% | -$61.2K | 0.02% | 665 |
|
|
2018
Q1 | $2.91M | Sell |
82,580
-671
| -0.8% | -$22.6K | 0.02% | 676 |
|
|
2017
Q4 | $2.83M | Buy |
83,251
+5,257
| +7% | +$188K | 0.02% | 677 |
|
|
2017
Q3 | $2.83M | Sell |
77,994
-509
| -0.6% | -$17.3K | 0.02% | 640 |
|
|
2017
Q2 | $2.79M | Sell |
78,503
-9,618
| -11% | -$320K | 0.02% | 628 |
|
|
2017
Q1 | $3.06M | Buy |
88,121
+1,125
| +1% | +$38K | 0.02% | 568 |
|
|
2016
Q4 | $3.27M | Sell |
86,996
-2,828
| -3% | -$88.1K | 0.02% | 526 |
|
|
2016
Q3 | $2.52M | Buy |
89,824
+4,727
| +6% | +$117K | 0.02% | 587 |
|
|
2016
Q2 | $2.04M | Buy |
85,097
+2,861
| +3% | +$68.5K | 0.02% | 637 |
|
|
2016
Q1 | $2.16M | Buy |
82,236
+37,352
| +83% | +$834K | 0.02% | 603 |
|
|
2015
Q4 | $1.03M | Buy |
44,884
+230
| +0.5% | +$5.38K | 0.01% | 922 |
|
|
2015
Q3 | $936K | Buy |
44,654
+521
| +1% | +$11.3K | 0.01% | 932 |
|
|
2015
Q2 | $1.03M | Buy |
44,133
+808
| +2% | +$17.4K | 0.01% | 937 |
|
|
2015
Q1 | $921K | Buy |
43,325
+11,255
| +35% | +$243K | 0.01% | 998 |
|
|
2014
Q4 | $810K | Sell |
32,070
-983
| -3% | -$22.2K | 0.01% | 1005 |
|
|
2014
Q3 | $623K | Buy |
33,053
+126
| +0.4% | +$2.49K | 0.01% | 1116 |
|
|
2014
Q2 | $679K | Buy |
32,927
+761
| +2% | +$14.8K | 0.01% | 1076 |
|
|
2014
Q1 | $654K | Buy |
32,166
+1,367
| +4% | +$27.1K | 0.01% | 1037 |
|
|
2013
Q4 | $652K | Buy |
30,799
+9
| +0% | +$177 | 0.01% | 999 |
|
|
2013
Q3 | $582K | Buy |
30,790
+1,797
| +6% | +$35.2K | 0.01% | 1013 |
|
|
2013
Q2 | $536K | Buy |
+28,993
| New | +$478K | 0.01% | 988 |
|
Other funds holding EBTC
Commonwealth Equity Services's EBTC Position: Q3 2025 in Review
Commonwealth Equity Services sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 109,727 shares — an estimated $4.35M sold.
Commonwealth Equity Services first reported a position in EBTC in Q2 2013 and held it in 49 quarters. The position peaked at $5.75M in Q1 2022. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.
- Commonwealth Equity Services reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
- Commonwealth Equity Services sold 109,727 Enterprise Bancorp shares in Q3 2025, an estimated $4.35M.
- Commonwealth Equity Services first reported a position in Enterprise Bancorp in Q2 2013 and held it in 49 quarters.
- Commonwealth Equity Services's Enterprise Bancorp position peaked at $5.75M in Q1 2022.
- 1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.
Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.