Medallion Wealth Advisors’s Enterprise Bancorp EBTC Stock Holding History

Medallion Wealth 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 Q3	–	Sell	-9,556	Closed	-$379K	–	1110
2025 Q2	$379K	Sell	9,556 -148	-2%	-$5.65K	0.15%	144
2025 Q1	$378K	Buy	9,704 +160	+2%	+$6.56K	0.17%	128
2024 Q4	$372K	Buy	+9,544	New	+$343K	0.18%	120

Other funds holding EBTC

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

Medallion Wealth Advisors's EBTC Position: Q3 2025 in Review

Medallion Wealth Advisors sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 9,556 shares — an estimated $379K sold.

Medallion Wealth Advisors first reported a position in EBTC in Q4 2024 and held it in 3 quarters. The position peaked at $379K in Q2 2025. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.

Medallion Wealth Advisors reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
Medallion Wealth Advisors sold 9,556 Enterprise Bancorp shares in Q3 2025, an estimated $379K.
Medallion Wealth Advisors first reported a position in Enterprise Bancorp in Q4 2024 and held it in 3 quarters.
Medallion Wealth Advisors's Enterprise Bancorp position peaked at $379K in Q2 2025.
1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.

Based on Medallion Wealth Advisors's 13F filing for Q3 2025, filed 24 Apr 2026.