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ALPS Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

ALPS Advisors’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
Q1 		– Sell
-7,598
Closed -$410K – 1074
2025
Q4 		$410K Buy
7,598
+64
+0.8% +$3.52K ﹤0.01% 882
2025
Q3 		$437K Buy
7,534
+1,116
+17% +$64.9K ﹤0.01% 849
2025
Q2 		$354K Buy
6,418
+78
+1% +$4.07K ﹤0.01% 861
2025
Q1 		$341K Buy
+6,340
New +$365K ﹤0.01% 833
2024
Q3 		– Sell
-8,705
Closed -$356K – 1043
2024
Q2 		$356K Sell
8,705
-49
-0.6% -$1.9K ﹤0.01% 715
2024
Q1 		$355K Buy
8,754
+468
+6% +$19.2K ﹤0.01% 801
2023
Q4 		$370K Sell
8,286
-471
-5% -$18.4K ﹤0.01% 727
2023
Q3 		$328K Buy
8,757
+2,422
+38% +$96.6K ﹤0.01% 766
2023
Q2 		$248K Buy
6,335
+50
+0.8% +$2.07K ﹤0.01% 948
2023
Q1 		$280K Sell
6,285
-512
-8% -$26.2K ﹤0.01% 937
2022
Q4 		$333K Sell
6,797
-35
-0.5% -$1.74K ﹤0.01% 786
2022
Q3 		$301K Sell
6,832
-205
-3% -$9.32K ﹤0.01% 781
2022
Q2 		$292K Sell
7,037
-73
-1% -$3.25K ﹤0.01% 836
2022
Q1 		$336K Sell
7,110
-1,430
-17% -$70.1K ﹤0.01% 710
2021
Q4 		$402K Buy
8,540
+107
+1% +$5.11K ﹤0.01% 655
2021
Q3 		$382K Buy
+8,433
New +$378K ﹤0.01% 602
2019
Q3 		– Sell
-8,892
Closed -$370K – 866
2019
Q2 		$370K Sell
8,892
-468
-5% -$19.6K ﹤0.01% 730
2019
Q1 		$382K Buy
9,360
+735
+9% +$31.6K ﹤0.01% 794
2018
Q4 		$325K Sell
8,625
-429
-5% -$19.1K ﹤0.01% 755
2018
Q3 		$480K Buy
+9,054
New +$504K ﹤0.01% 693
2017
Q3 		– Sell
-10,945
Closed -$447K – 807
2017
Q2 		$447K Buy
10,945
+28
+0.3% +$1.17K ﹤0.01% 612
2017
Q1 		$463K Buy
+10,917
New +$463K ﹤0.01% 612

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ALPS Advisors's EFSC Position: Q1 2026 in Review

ALPS Advisors sold out of Enterprise Financial Services Corp (EFSC) in Q1 2026, closing a stake of 7,598 shares — an estimated $410K sold.

ALPS Advisors first reported a position in EFSC in Q1 2017 and held it in 22 quarters. The position peaked at $480K in Q3 2018. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • ALPS Advisors reported no remaining Enterprise Financial Services Corp position as of Q1 2026 after selling out during the quarter.
  • ALPS Advisors sold 7,598 Enterprise Financial Services Corp shares in Q1 2026, an estimated $410K.
  • ALPS Advisors first reported a position in Enterprise Financial Services Corp in Q1 2017 and held it in 22 quarters.
  • ALPS Advisors's Enterprise Financial Services Corp position peaked at $480K in Q3 2018.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.