UBS Group
EBTC

UBS Group’s Enterprise Bancorp EBTC Stock Holding History

UBS 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
-4,225
Closed -$167K – 10441
2025
Q2 		$167K Sell
4,225
-9,062
-68% -$346K ﹤0.01% 6835
2025
Q1 		$517K Buy
13,287
+6,816
+105% +$279K ﹤0.01% 5829
2024
Q4 		$256K Buy
6,471
+1,579
+32% +$56.8K ﹤0.01% 6306
2024
Q3 		$156K Buy
4,892
+1,308
+36% +$37.5K ﹤0.01% 6046
2024
Q2 		$89.2K Sell
3,584
-6,993
-66% -$171K ﹤0.01% 6262
2024
Q1 		$275K Sell
10,577
-176
-2% -$4.87K ﹤0.01% 5636
2023
Q4 		$347K Buy
10,753
+5,226
+95% +$147K ﹤0.01% 5395
2023
Q3 		$151K Sell
5,527
-181
-3% -$5.29K ﹤0.01% 5559
2023
Q2 		$165K Buy
5,708
+2,490
+77% +$72.4K ﹤0.01% 5614
2023
Q1 		$101K Buy
3,218
+405
+14% +$14K ﹤0.01% 5897
2022
Q4 		$99.3K Buy
2,813
+2,613
+1,307% +$86.2K ﹤0.01% 6108
2022
Q3 		$6K Hold
200
– – ﹤0.01% 9016
2022
Q2 		$6K Sell
200
-1,004
-83% -$34.3K ﹤0.01% 8667
2022
Q1 		$48K Sell
1,204
-2,613
-68% -$107K ﹤0.01% 6535
2021
Q4 		$172K Buy
3,817
+3,440
+912% +$136K ﹤0.01% 5831
2021
Q3 		$14K Hold
377
– – ﹤0.01% 7573
2021
Q2 		$12K Sell
377
-2,169
-85% -$74K ﹤0.01% 7875
2021
Q1 		$83K Buy
2,546
+3
+0.1% +$88 ﹤0.01% 6107
2020
Q4 		$65K Buy
+2,543
New +$62.5K ﹤0.01% 5961
2020
Q3 		– Sell
-2,837
Closed -$68K – 8070
2020
Q2 		$68K Sell
2,837
-2,713
-49% -$63K ﹤0.01% 5611
2020
Q1 		$150K Sell
5,550
-5,913
-52% -$175K ﹤0.01% 4945
2019
Q4 		$388K Buy
11,463
+4,260
+59% +$132K ﹤0.01% 5061
2019
Q3 		$216K Buy
7,203
+5,598
+349% +$165K ﹤0.01% 5189
2019
Q2 		$51K Buy
1,605
+1,209
+305% +$36.1K ﹤0.01% 5908
2019
Q1 		$11K Sell
396
-4,109
-91% -$128K ﹤0.01% 6740
2018
Q4 		$145K Buy
4,505
+1,437
+47% +$45.4K ﹤0.01% 5209
2018
Q3 		$106K Buy
3,068
+1,838
+149% +$67.4K ﹤0.01% 5553
2018
Q2 		$50K Buy
1,230
+737
+149% +$28.1K ﹤0.01% 5954
2018
Q1 		$17K Buy
493
+33
+7% +$1.11K ﹤0.01% 6504
2017
Q4 		$16K Sell
460
-596
-56% -$21.4K ﹤0.01% 6721
2017
Q3 		$38K Buy
+1,056
New +$35.9K ﹤0.01% 5990
2017
Q2 		– Sell
-682
Closed -$24K – 7733
2017
Q1 		$24K Sell
682
-1,625
-70% -$54.9K ﹤0.01% 6012
2016
Q4 		$87K Buy
2,307
+1,090
+90% +$34K ﹤0.01% 5383
2016
Q3 		$34K Buy
1,217
+104
+9% +$2.57K ﹤0.01% 5815
2016
Q2 		$27K Buy
1,113
+117
+12% +$2.8K ﹤0.01% 6035
2016
Q1 		$26K Buy
996
+531
+114% +$11.9K ﹤0.01% 6004
2015
Q4 		$11K Sell
465
-482
-51% -$11.3K ﹤0.01% 7218
2015
Q3 		$20K Buy
+947
New +$20.5K ﹤0.01% 6686
2015
Q2 		– Sell
-1,868
Closed -$40K – 8563
2015
Q1 		$40K Buy
1,868
+29
+2% +$626 ﹤0.01% 6258
2014
Q4 		$46K Buy
+1,839
New +$41.6K ﹤0.01% 6584

Other funds holding EBTC

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

UBS Group's EBTC Position: Q3 2025 in Review

UBS Group sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 4,225 shares — an estimated $167K sold.

UBS Group first reported a position in EBTC in Q4 2014 and held it in 40 quarters. The position peaked at $517K in Q1 2025. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.

  • UBS Group reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 4,225 Enterprise Bancorp shares in Q3 2025, an estimated $167K.
  • UBS Group first reported a position in Enterprise Bancorp in Q4 2014 and held it in 40 quarters.
  • UBS Group's Enterprise Bancorp position peaked at $517K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.

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