Allworth Financial’s Enterprise Financial Services Corp EFSC Stock Holding History

Allworth Financial’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	$7.97K	Sell	121 -508	-81%	-$30.5K	﹤0.01%	3868
2026 Q1	$34K	Buy	629 +598	+1,929%	+$33.7K	﹤0.01%	2602
2025 Q4	$1.67K	Sell	31 -82	-73%	-$4.5K	﹤0.01%	4194
2025 Q3	$6.55K	Buy	113 +55	+95%	+$3.2K	﹤0.01%	3389
2025 Q2	$3.2K	Buy	58 +19	+49%	+$991	﹤0.01%	3500
2025 Q1	$2.01K	Buy	+39	New	+$2.25K	﹤0.01%	3211
2024 Q4	–	Sell	-3	Closed	-$154	–	3972
2024 Q3	$154	Buy	+3	New	+$147	﹤0.01%	3634
2024 Q2	–	Sell	-3	Closed	-$122	–	3716
2024 Q1	$122	Buy	+3	New	+$123	﹤0.01%	3499
2023 Q4	–	Sell	-31	Closed	-$1.16K	–	3504
2023 Q3	$1.16K	Buy	+31	New	+$1.24K	﹤0.01%	2794
2023 Q2	–	Sell	-21	Closed	-$937	–	3291
2023 Q1	$937	Hold	21	–	–	﹤0.01%	2693
2022 Q4	$1.03K	Buy	21 +18	+600%	+$894	﹤0.01%	2467
2022 Q3	$0	Buy	+3	New	+$136	﹤0.01%	2771
2022 Q1	–	Sell	-9	Closed	–	–	2183
2021 Q4	$0	Buy	+9	New	+$429	﹤0.01%	1981

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

Allworth Financial's EFSC Position: Q2 2026 in Review

Allworth Financial reduced its Enterprise Financial Services Corp (EFSC) stake by 81% in Q2 2026, selling an estimated $30.5K and leaving 121 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #3868.

Allworth Financial first reported a position in EFSC in Q4 2021 and has held it in 13 quarters since. The position peaked at $34K in Q1 2026. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Allworth Financial held 121 shares of Enterprise Financial Services Corp worth $7.97K as of Q2 2026.
Allworth Financial sold 508 Enterprise Financial Services Corp shares in Q2 2026, an estimated $30.5K.
Enterprise Financial Services Corp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3868 holding.
Allworth Financial first reported a position in Enterprise Financial Services Corp in Q4 2021 and has held it in 13 quarters since.
Allworth Financial's Enterprise Financial Services Corp position peaked at $34K in Q1 2026.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.