Action Point Financial Planning’s Enterprise Financial Services Corp EFSC Stock Holding History

Action Point Financial Planning’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 Q2	$462	Buy	+7	New	+$421	﹤0.01%	2642

Other funds holding EFSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Action Point Financial Planning's EFSC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Enterprise Financial Services Corp (EFSC) in Q2 2026: 7 shares worth $462. The stake represents ﹤0.01% of the portfolio and ranks #2642 among its holdings.

265 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Action Point Financial Planning held 7 shares of Enterprise Financial Services Corp worth $462 as of Q2 2026.
Enterprise Financial Services Corp was a new Action Point Financial Planning position in Q2 2026.
Enterprise Financial Services Corp made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2642 holding.
265 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.