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Empirical Wealth Management’s Ennis EBF Stock Holding History

Empirical Wealth Management’s Portfolio EBF Stock Details EBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-60,139
Closed -$1.09M – 814
2025
Q2 		$1.09M Buy
60,139
+2,344
+4% +$43.9K 0.02% 303
2025
Q1 		$1.16M Buy
+57,795
New +$1.2M 0.03% 280

Other funds holding EBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Empirical Wealth Management's EBF Position: Q3 2025 in Review

Empirical Wealth Management sold out of Ennis (EBF) in Q3 2025, closing a stake of 60,139 shares — an estimated $1.09M sold.

Empirical Wealth Management first reported a position in EBF in Q1 2025 and held it in 2 quarters. The position peaked at $1.16M in Q1 2025. 169 funds tracked by Wall St. Rank hold EBF as of Q3 2025.

  • Empirical Wealth Management reported no remaining Ennis position as of Q3 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 60,139 Ennis shares in Q3 2025, an estimated $1.09M.
  • Empirical Wealth Management first reported a position in Ennis in Q1 2025 and held it in 2 quarters.
  • Empirical Wealth Management's Ennis position peaked at $1.16M in Q1 2025.
  • 169 funds tracked by Wall St. Rank held Ennis as of Q3 2025.

Based on Empirical Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.