Raymond James Financial’s Enterprise Bancorp EBTC Stock Holding History

Raymond James 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	-7,024	Closed	-$278K	–	5470
2025 Q2	$278K	Hold	7,024	–	–	﹤0.01%	4334
2025 Q1	$273K	Hold	7,024	–	–	﹤0.01%	4268
2024 Q4	$278K	Buy	+7,024	New	+$253K	﹤0.01%	4225

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Raymond James Financial's EBTC Position: Q3 2025 in Review

Raymond James Financial sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 7,024 shares — an estimated $278K sold.

Raymond James Financial first reported a position in EBTC in Q4 2024 and held it in 3 quarters. The position peaked at $278K in Q2 2025. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.

Raymond James Financial reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
Raymond James Financial sold 7,024 Enterprise Bancorp shares in Q3 2025, an estimated $278K.
Raymond James Financial first reported a position in Enterprise Bancorp in Q4 2024 and held it in 3 quarters.
Raymond James Financial's Enterprise Bancorp position peaked at $278K in Q2 2025.
1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.