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Matt Bollenbach

@Emprise Bank

Latest period2024 - Q4ReportedManaged Assets$177.094MTotal holdings100
Assets growth rate2.02%Assets growth rate (2-Q avg)4.56%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Emprise Bank's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 100 positions.

Assets under management

The assets under management (AUM) of Emprise Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 177.094M in assets, with a quarterly growth rate of 2.02% and a 2-quarter average growth rate of 4.56%. The portfolio is managed by Matt Bollenbach, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$985,059
6,524 shares@ $151.0 avg price
AMTAmerican Tower Corp Reit
Recent Activity
Exited
0%
$278,607
1,198 shares@ $232.57 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
Exited
0%
$244,453
3,132 shares@ $78.06 avg price
TSLATesla Motors Inc
Recent Activity
Exited
0%
$214,013
818 shares@ $261.63 avg price
MDTMedtronic Plc
Recent Activity
Exited
0%
$213,731
2,374 shares@ $90.03 avg price
SOSouthern Company
Recent Activity
Exited
0%
$202,725
2,248 shares@ $90.19 avg price