PAM
EBTC

Panagora Asset Management’s Enterprise Bancorp EBTC Stock Holding History

Panagora Asset Management’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
-19,408
Closed -$769K – 1181
2025
Q2 		$769K Sell
19,408
-17,097
-47% -$652K ﹤0.01% 683
2025
Q1 		$1.42M Sell
36,505
-9,055
-20% -$371K 0.01% 596
2024
Q4 		$1.8M Buy
45,560
+129
+0.3% +$4.64K 0.01% 540
2024
Q3 		$1.45M Buy
45,431
+2,805
+7% +$80.4K 0.01% 612
2024
Q2 		$1.06M Sell
42,626
-280
-0.7% -$6.86K 0.01% 704
2024
Q1 		$1.11M Buy
42,906
+6,945
+19% +$192K 0.01% 761
2023
Q4 		$1.16M Buy
35,961
+757
+2% +$21.3K 0.01% 747
2023
Q3 		$964K Buy
35,204
+20,389
+138% +$596K 0.01% 790
2023
Q2 		$429K Sell
14,815
-5,147
-26% -$150K ﹤0.01% 1013
2023
Q1 		$628K Buy
19,962
+99
+0.5% +$3.41K ﹤0.01% 1030
2022
Q4 		$701K Sell
19,863
-3,720
-16% -$123K ﹤0.01% 1024
2022
Q3 		$705K Sell
23,583
-5,168
-18% -$166K ﹤0.01% 1008
2022
Q2 		$925K Sell
28,751
-4,283
-13% -$146K 0.01% 910
2022
Q1 		$1.32M Buy
33,034
+1,103
+3% +$45K 0.01% 818
2021
Q4 		$1.43M Hold
31,931
– – 0.01% 771
2021
Q3 		$1.15M Sell
31,931
-902
-3% -$30.2K 0.01% 903
2021
Q2 		$1.07M Sell
32,833
-4,767
-13% -$163K 0.01% 951
2021
Q1 		$1.22M Buy
37,600
+1,252
+3% +$36.7K 0.01% 938
2020
Q4 		$929K Buy
36,348
+4,660
+15% +$115K 0.01% 1001
2020
Q3 		$665K Buy
31,688
+13,630
+75% +$297K ﹤0.01% 1054
2020
Q2 		$430K Buy
18,058
+13,515
+297% +$314K ﹤0.01% 1251
2020
Q1 		$119K Buy
4,543
+193
+4% +$5.7K ﹤0.01% 1632
2019
Q4 		$147K Buy
4,350
+421
+11% +$13K ﹤0.01% 1707
2019
Q3 		$118K Sell
3,929
-4,631
-54% -$136K ﹤0.01% 1781
2019
Q2 		$271K Buy
+8,560
New +$255K ﹤0.01% 1681
2017
Q2 		– Sell
-5,897
Closed -$205K – 2610
2017
Q1 		$205K Sell
5,897
-424
-7% -$14.3K ﹤0.01% 1646
2016
Q4 		$237K Buy
6,321
+3,102
+96% +$96.6K ﹤0.01% 1692
2016
Q3 		$90K Buy
3,219
+2,189
+213% +$54.1K ﹤0.01% 1994
2016
Q2 		$25K Sell
1,030
-888
-46% -$21.3K ﹤0.01% 2141
2016
Q1 		$50K Hold
1,918
– – ﹤0.01% 2014
2015
Q4 		$44K Buy
+1,918
New +$44.8K ﹤0.01% 2008
2015
Q3 		– Sell
-227
Closed -$5K – 2336
2015
Q2 		$5K Sell
227
-11,555
-98% -$249K ﹤0.01% 2391
2015
Q1 		$250K Sell
11,782
-10,702
-48% -$231K ﹤0.01% 1585
2014
Q4 		$568K Sell
22,484
-1,721
-7% -$38.9K ﹤0.01% 1229
2014
Q3 		$456K Sell
24,205
-2,119
-8% -$41.9K ﹤0.01% 1345
2014
Q2 		$543K Sell
26,324
-37
-0.1% -$720 ﹤0.01% 1342
2014
Q1 		$536K Buy
26,361
+2,056
+8% +$40.8K ﹤0.01% 1393
2013
Q4 		$514K Buy
24,305
+57
+0.2% +$1.12K ﹤0.01% 1377
2013
Q3 		$458K Buy
24,248
+4,210
+21% +$82.5K ﹤0.01% 1386
2013
Q2 		$371K Buy
+20,038
New +$330K ﹤0.01% 1414

Other funds holding EBTC

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

Panagora Asset Management's EBTC Position: Q3 2025 in Review

Panagora Asset Management sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 19,408 shares — an estimated $769K sold.

Panagora Asset Management first reported a position in EBTC in Q2 2013 and held it in 40 quarters. The position peaked at $1.8M in Q4 2024. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.

  • Panagora Asset Management reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
  • Panagora Asset Management sold 19,408 Enterprise Bancorp shares in Q3 2025, an estimated $769K.
  • Panagora Asset Management first reported a position in Enterprise Bancorp in Q2 2013 and held it in 40 quarters.
  • Panagora Asset Management's Enterprise Bancorp position peaked at $1.8M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.

Based on Panagora Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.