Stephens Consulting’s Enterprise Bancorp EBTC Stock Holding History

Stephens Consulting’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	-1	Closed	-$40	–	620
2025 Q2	$40	Buy	+1	New	+$38	﹤0.01%	1132

Other funds holding EBTC

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

Stephens Consulting's EBTC Position: Q3 2025 in Review

Stephens Consulting sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 1 share — an estimated $40 sold.

Stephens Consulting first reported a position in EBTC in Q2 2025 and held it in 1 quarter. The position peaked at $40 in Q2 2025. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.

Stephens Consulting reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1 Enterprise Bancorp share in Q3 2025, an estimated $40.
Stephens Consulting first reported a position in Enterprise Bancorp in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Enterprise Bancorp position peaked at $40 in Q2 2025.
1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.