Nisa Investment Advisors’s Enterprise Bancorp EBTC Stock Holding History

Nisa Investment 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	-241	Closed	-$9.55K	–	3014
2025 Q2	$9.55K	Buy	241 +6	+3%	+$229	﹤0.01%	2289
2025 Q1	$9.15K	Sell	235 -355	-60%	-$14.6K	﹤0.01%	2121
2024 Q4	$23.3K	Hold	590	–	–	﹤0.01%	1891
2024 Q3	$18.9K	Hold	590	–	–	﹤0.01%	1927
2024 Q2	$14.7K	Sell	590 -5	-0.8%	-$122	﹤0.01%	2045
2024 Q1	$15.5K	Sell	595 -15	-2%	-$415	﹤0.01%	1957
2023 Q4	$19.7K	Hold	610	–	–	﹤0.01%	1887
2023 Q3	$16.7K	Buy	610 +5	+0.8%	+$146	﹤0.01%	2068
2023 Q2	$17.5K	Buy	605 +335	+124%	+$9.74K	﹤0.01%	2140
2023 Q1	$8K	Hold	270	–	–	﹤0.01%	2188
2022 Q4	$10K	Hold	270	–	–	﹤0.01%	2198
2022 Q3	$8K	Hold	270	–	–	﹤0.01%	2227
2022 Q2	$9K	Buy	+270	New	+$9.22K	﹤0.01%	2200

Other funds holding EBTC

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

Nisa Investment Advisors's EBTC Position: Q3 2025 in Review

Nisa Investment Advisors sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 241 shares — an estimated $9.55K sold.

Nisa Investment Advisors first reported a position in EBTC in Q2 2022 and held it in 13 quarters. The position peaked at $23.3K in Q4 2024. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.

Nisa Investment Advisors reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
Nisa Investment Advisors sold 241 Enterprise Bancorp shares in Q3 2025, an estimated $9.55K.
Nisa Investment Advisors first reported a position in Enterprise Bancorp in Q2 2022 and held it in 13 quarters.
Nisa Investment Advisors's Enterprise Bancorp position peaked at $23.3K in Q4 2024.
1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.

Based on Nisa Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.