Superior Planning, LLC’s Enterprise Financial Services Corp EFSC Stock Holding History

Superior Planning, LLC’s Portfolio EFSC Stock Details EFSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$472	Buy	+8	New	+$516	﹤0.01%	1908

Other funds holding EFSC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

PL Capital Advisors Naples, Florida $346M AUM 18.04% 1-Year Est. Return

Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $241M AUM 31.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's EFSC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Enterprise Financial Services Corp (EFSC) in Q3 2026: 8 shares worth $472. The stake represents ﹤0.01% of the portfolio and ranks #1908 among its holdings.

146 funds tracked by Wall St. Rank hold EFSC as of Q3 2026.

Superior Planning, LLC held 8 shares of Enterprise Financial Services Corp worth $472 as of Q3 2026.
Enterprise Financial Services Corp was a new Superior Planning, LLC position in Q3 2026.
Enterprise Financial Services Corp made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1908 holding.
146 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.