Empowered Funds’s Enterprise Bancorp EBTC Stock Holding History

Empowered Funds’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	-54,090	Closed	-$2.14M	–	1858
2025 Q2	$2.14M	Sell	54,090 -952	-2%	-$36.3K	0.02%	788
2025 Q1	$2.14M	Sell	55,042 -5,875	-10%	-$241K	0.03%	709
2024 Q4	$2.41M	Buy	60,917 +2,910	+5%	+$105K	0.04%	651
2024 Q3	$1.85M	Buy	58,007 +2,948	+5%	+$84.5K	0.03%	700
2024 Q2	$1.37M	Buy	55,059 +3,960	+8%	+$97K	0.02%	752
2024 Q1	$1.33M	Buy	51,099 +3,850	+8%	+$106K	0.02%	753
2023 Q4	$1.52M	Buy	47,249 +4,224	+10%	+$119K	0.04%	618
2023 Q3	$1.18M	Buy	43,025 +3,476	+9%	+$102K	0.03%	615
2023 Q2	$1.14M	Buy	+39,549	New	+$1.15M	0.04%	579

Other funds holding EBTC

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

Empowered Funds's EBTC Position: Q3 2025 in Review

Empowered Funds sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 54,090 shares — an estimated $2.14M sold.

Empowered Funds first reported a position in EBTC in Q2 2023 and held it in 9 quarters. The position peaked at $2.41M in Q4 2024. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.

Empowered Funds reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
Empowered Funds sold 54,090 Enterprise Bancorp shares in Q3 2025, an estimated $2.14M.
Empowered Funds first reported a position in Enterprise Bancorp in Q2 2023 and held it in 9 quarters.
Empowered Funds's Enterprise Bancorp position peaked at $2.41M in Q4 2024.
1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.

Based on Empowered Funds's 13F filing for Q3 2025, filed 13 Nov 2025.