LPL Financial’s Enterprise Bancorp EBTC Stock Holding History

LPL Financial’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	-17,928	Closed	-$711K	–	5858
2025 Q2	$711K	Buy	17,928 +10	+0.1%	+$382	﹤0.01%	4067
2025 Q1	$698K	Buy	17,918 +1,366	+8%	+$56K	﹤0.01%	3855
2024 Q4	$654K	Buy	16,552 +1	+0%	+$36	﹤0.01%	3858
2024 Q3	$529K	Buy	16,551 +284	+2%	+$8.14K	﹤0.01%	3949
2024 Q2	$405K	Buy	16,267 +2	+0%	+$49	﹤0.01%	4037
2024 Q1	$422K	Buy	16,265 +1	+0%	+$28	﹤0.01%	3915
2023 Q4	$525K	Buy	16,264 +4,002	+33%	+$112K	﹤0.01%	3630
2023 Q3	$336K	Buy	12,262 +200	+2%	+$5.85K	﹤0.01%	3823
2023 Q2	$349K	Sell	12,062 -2,805	-19%	-$81.5K	﹤0.01%	3723
2023 Q1	$468K	Buy	+14,867	New	+$513K	﹤0.01%	3393

Other funds holding EBTC

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

LPL Financial's EBTC Position: Q3 2025 in Review

LPL Financial sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 17,928 shares — an estimated $711K sold.

LPL Financial first reported a position in EBTC in Q1 2023 and held it in 10 quarters. The position peaked at $711K in Q2 2025. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.

LPL Financial reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
LPL Financial sold 17,928 Enterprise Bancorp shares in Q3 2025, an estimated $711K.
LPL Financial first reported a position in Enterprise Bancorp in Q1 2023 and held it in 10 quarters.
LPL Financial's Enterprise Bancorp position peaked at $711K in Q2 2025.
1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.