Private Advisor Group’s Enterprise Bancorp EBTC Stock Holding History

Private Advisor Group’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	-6,623	Closed	-$263K	–	2600
2025 Q2	$263K	Hold	6,623	–	–	﹤0.01%	2053
2025 Q1	$258K	Hold	6,623	–	–	﹤0.01%	1948
2024 Q4	$262K	Hold	6,623	–	–	﹤0.01%	1937
2024 Q3	$212K	Buy	+6,623	New	+$190K	﹤0.01%	2172
2024 Q1	–	Sell	-6,582	Closed	-$212K	–	2358
2023 Q4	$212K	Buy	+6,582	New	+$185K	﹤0.01%	2008

Other funds holding EBTC

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

Private Advisor Group's EBTC Position: Q3 2025 in Review

Private Advisor Group sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 6,623 shares — an estimated $263K sold.

Private Advisor Group first reported a position in EBTC in Q4 2023 and held it in 5 quarters. The position peaked at $263K in Q2 2025. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.

Private Advisor Group reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
Private Advisor Group sold 6,623 Enterprise Bancorp shares in Q3 2025, an estimated $263K.
Private Advisor Group first reported a position in Enterprise Bancorp in Q4 2023 and held it in 5 quarters.
Private Advisor Group's Enterprise Bancorp position peaked at $263K in Q2 2025.
1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.

Based on Private Advisor Group's 13F filing for Q3 2025, filed 13 Nov 2025.