IA
EBTC

IFP Advisors’s Enterprise Bancorp EBTC Stock Holding History

IFP Advisors’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
-1
Closed -$38 – 4600
2025
Q1 		$39 Hold
1
– – ﹤0.01% 4067
2024
Q4 		$40 Buy
+1
New +$36 ﹤0.01% 4318
2023
Q4 		– Sell
-8,000
Closed -$219K – 3118
2023
Q3 		$219K Sell
8,000
-2,200
-22% -$64.3K 0.01% 928
2023
Q2 		$295K Hold
10,200
– – 0.01% 845
2023
Q1 		$408K Sell
10,200
-9,522
-48% -$328K 0.02% 664
2022
Q4 		$789K Buy
19,722
+19,400
+6,025% +$640K 0.02% 713
2022
Q3 		$13K Buy
+322
New +$10.4K ﹤0.01% 3437

Other funds holding EBTC

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IFP Advisors's EBTC Position: Q2 2025 in Review

IFP Advisors sold out of Enterprise Bancorp (EBTC) in Q2 2025, closing a stake of 1 share — an estimated $38 sold.

IFP Advisors first reported a position in EBTC in Q3 2022 and held it in 7 quarters. The position peaked at $789K in Q4 2022. 94 funds tracked by Wall St. Rank hold EBTC as of Q2 2025.

  • IFP Advisors reported no remaining Enterprise Bancorp position as of Q2 2025 after selling out during the quarter.
  • IFP Advisors sold 1 Enterprise Bancorp share in Q2 2025, an estimated $38.
  • IFP Advisors first reported a position in Enterprise Bancorp in Q3 2022 and held it in 7 quarters.
  • IFP Advisors's Enterprise Bancorp position peaked at $789K in Q4 2022.
  • 94 funds tracked by Wall St. Rank held Enterprise Bancorp as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.