de Creative Planning Enterprise Financial Services Corp EFSC Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 4.76 M | Comprar |
72,243
+14,054
| +24% | +USD 845 k | ﹤0.01% | 1446 |
|
|
2026
Q1 | USD 3.15 M | Comprar |
58,189
+7,764
| +15% | +USD 438 k | ﹤0.01% | 1542 |
|
|
2025
Q4 | USD 2.72 M | Vender |
50,425
-5,546
| -10% | -USD 305 k | ﹤0.01% | 1456 |
|
|
2025
Q3 | USD 3.25 M | Vender |
55,971
-9,621
| -15% | -USD 560 k | ﹤0.01% | 1160 |
|
|
2025
Q2 | USD 3.61 M | Comprar |
65,592
+8,496
| +15% | +USD 443 k | ﹤0.01% | 928 |
|
|
2025
Q1 | USD 3.07 M | Comprar |
57,096
+15,340
| +37% | +USD 883 k | ﹤0.01% | 924 |
|
|
2024
Q4 | USD 2.36 M | Vender |
41,756
-2,076
| -5% | -USD 116 k | ﹤0.01% | 1030 |
|
|
2024
Q3 | USD 2.25 M | Comprar |
43,832
+6,802
| +18% | +USD 334 k | ﹤0.01% | 1005 |
|
|
2024
Q2 | USD 1.51 M | Comprar |
37,030
+3,474
| +10% | +USD 135 k | ﹤0.01% | 1141 |
|
|
2024
Q1 | USD 1.36 M | Comprar |
33,556
+2,543
| +8% | +USD 104 k | ﹤0.01% | 1145 |
|
|
2023
Q4 | USD 1.38 M | Vender |
31,013
-899
| -3% | -USD 35.1 k | ﹤0.01% | 1079 |
|
|
2023
Q3 | USD 1.2 M | Comprar |
31,912
+869
| +3% | +USD 34.7 k | ﹤0.01% | 1086 |
|
|
2023
Q2 | USD 1.21 M | Comprar |
31,043
+904
| +3% | +USD 37.4 k | ﹤0.01% | 1038 |
|
|
2023
Q1 | USD 1.34 M | Comprar |
30,139
+35
| +0.1% | +USD 1.79 k | ﹤0.01% | 937 |
|
|
2022
Q4 | USD 1.47 M | Comprar |
30,104
+2,130
| +8% | +USD 106 k | ﹤0.01% | 853 |
|
|
2022
Q3 | USD 1.23 M | Comprar |
27,974
+2,067
| +8% | +USD 94 k | ﹤0.01% | 873 |
|
|
2022
Q2 | USD 1.08 M | Mantener |
25,907
| – | – | ﹤0.01% | 945 |
|
|
2022
Q1 | USD 1.23 M | Comprar |
25,907
+2,498
| +11% | +USD 123 k | ﹤0.01% | 897 |
|
|
2021
Q4 | USD 1.1 M | Mantener |
23,409
| – | – | ﹤0.01% | 911 |
|
|
2021
Q3 | USD 1.06 M | Mantener |
23,409
| – | – | ﹤0.01% | 920 |
|
|
2021
Q2 | USD 1.09 M | Vender |
23,409
-22,720
| -49% | -USD 1.11 M | ﹤0.01% | 897 |
|
|
2021
Q1 | USD 2.28 M | Mantener |
46,129
| – | – | ﹤0.01% | 667 |
|
|
2020
Q4 | USD 1.61 M | Mantener |
46,129
| – | – | ﹤0.01% | 748 |
|
|
2020
Q3 | USD 1.26 M | Mantener |
46,129
| – | – | ﹤0.01% | 722 |
|
|
2020
Q2 | USD 1.44 M | Comprar |
46,129
+1,423
| +3% | +USD 41.3 k | ﹤0.01% | 614 |
|
|
2020
Q1 | USD 1.25 M | Mantener |
44,706
| – | – | ﹤0.01% | 562 |
|
|
2019
Q4 | USD 2.16 M | Vender |
44,706
-1,100
| -2% | -USD 48.8 k | 0.01% | 491 |
|
|
2019
Q3 | USD 1.87 M | Vender |
45,806
-1,000
| -2% | -USD 40.3 k | 0.01% | 514 |
|
|
2019
Q2 | USD 1.95 M | Comprar |
46,806
+7,000
| +18% | +USD 293 k | 0.01% | 505 |
|
|
2019
Q1 | USD 1.62 M | Vender |
39,806
-1,750
| -4% | -USD 75.2 k | 0.01% | 538 |
|
|
2018
Q4 | USD 1.56 M | Mantener |
41,556
| – | – | 0.01% | 492 |
|
|
2018
Q3 | USD 2.2 M | Mantener |
41,556
| – | – | 0.01% | 457 |
|
|
2018
Q2 | USD 2.24 M | Mantener |
41,556
| – | – | 0.01% | 439 |
|
|
2018
Q1 | USD 1.95 M | Vender |
41,556
-1,600
| -4% | -USD 76.4 k | 0.01% | 471 |
|
|
2017
Q4 | USD 1.95 M | Vender |
43,156
-3,101
| -7% | -USD 136 k | 0.01% | 467 |
|
|
2017
Q3 | USD 1.96 M | Mantener |
46,257
| – | – | 0.01% | 468 |
|
|
2017
Q2 | USD 1.89 M | Comprar |
46,257
+9,427
| +26% | +USD 392 k | 0.01% | 452 |
|
|
2017
Q1 | USD 1.56 M | Vender |
36,830
-3,055
| -8% | -USD 130 k | 0.01% | 508 |
|
|
2016
Q4 | USD 1.72 M | Comprar |
39,885
+12,783
| +47% | +USD 468 k | 0.01% | 448 |
|
|
2016
Q3 | USD 847 k | Mantener |
27,102
| – | – | 0.01% | 662 |
|
|
2016
Q2 | USD 756 k | Mantener |
27,102
| – | – | 0.01% | 598 |
|
|
2016
Q1 | USD 733 k | Mantener |
27,102
| – | – | 0.01% | 598 |
|
|
2015
Q4 | USD 768 k | Vender |
27,102
-1,329
| -5% | -USD 37.4 k | 0.01% | 589 |
|
|
2015
Q3 | USD 716 k | Comprar |
28,431
+329
| +1% | +USD 7.88 k | 0.01% | 592 |
|
|
2015
Q2 | USD 640 k | Mantener |
28,102
| – | – | 0.01% | 596 |
|
|
2015
Q1 | USD 581 k | Mantener |
28,102
| – | – | 0.01% | 677 |
|
|
2014
Q4 | USD 554 k | Vender |
28,102
-2,571
| -8% | -USD 47.7 k | 0.01% | 658 |
|
|
2014
Q3 | USD 513 k | Mantener |
30,673
| – | – | 0.01% | 647 |
|
|
2014
Q2 | USD 554 k | Mantener |
30,673
| – | – | 0.01% | 603 |
|
|
2014
Q1 | USD 616 k | Mantener |
30,673
| – | – | 0.01% | 534 |
|
|
2013
Q4 | USD 626 k | Vender |
30,673
-102
| -0.3% | -USD 1.89 k | 0.01% | 454 |
|
|
2013
Q3 | USD 520 k | Vender |
30,775
-880
| -3% | -USD 15.3 k | 0.01% | 436 |
|
|
2013
Q2 | USD 505 k | Comprar |
+31,655
| Nuevas | +USD 471 k | 0.01% | 402 |
|
Otros fondos que tienen EFSC en su cartera
Posición de Creative Planning en EFSC: resumen de T2 2026
Creative Planning aumentó su participación en Enterprise Financial Services Corp (EFSC) en 24% durante T2 2026, al comprar aproximadamente USD 845 k y elevar la posición a 72,243 acciones con un valor de USD 4.76 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #1446.
Creative Planning reportó por primera vez una posición en EFSC en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 266 fondos que sigue Wall St. Rank mantienen una posición en EFSC.
- Al cierre de T2 2026, Creative Planning tenía 72,243 acciones de Enterprise Financial Services Corp con un valor de USD 4.76 M.
- Creative Planning compró 14,054 acciones de Enterprise Financial Services Corp en T2 2026, por un monto estimado de USD 845 k.
- Enterprise Financial Services Corp representó ﹤0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 1446.
- Creative Planning reportó por primera vez una posición en Enterprise Financial Services Corp en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 266 fondos que sigue Wall St. Rank tenían Enterprise Financial Services Corp en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.