AB
EFSC icon

Amalgamated Bank’s Enterprise Financial Services Corp EFSC Stock Holding History

Amalgamated Bank’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
-1,153
Closed -$62K – 1983
2025
Q4 		$62K Sell
1,153
-126
-10% -$6.92K ﹤0.01% 1781
2025
Q3 		$74K Hold
1,279
– – ﹤0.01% 1747
2025
Q2 		$70K Hold
1,279
– – ﹤0.01% 1761
2025
Q1 		$69K Buy
1,279
+4
+0.3% +$230 ﹤0.01% 1740
2024
Q4 		$72K Hold
1,275
– – ﹤0.01% 1765
2024
Q3 		$65K Hold
1,275
– – ﹤0.01% 1778
2024
Q2 		$52K Buy
1,275
+67
+6% +$2.6K ﹤0.01% 1844
2024
Q1 		$49K Sell
1,208
-1,943
-62% -$79.6K ﹤0.01% 1871
2023
Q4 		$141K Sell
3,151
-359
-10% -$14K ﹤0.01% 1899
2023
Q3 		$132K Hold
3,510
– – ﹤0.01% 1917
2023
Q2 		$137K Sell
3,510
-220
-6% -$9.1K ﹤0.01% 1964
2023
Q1 		$166K Sell
3,730
-847
-19% -$43.3K ﹤0.01% 1872
2022
Q4 		$224K Buy
4,577
+63
+1% +$3.13K ﹤0.01% 1815
2022
Q3 		$199K Buy
4,514
+44
+1% +$2K ﹤0.01% 1850
2022
Q2 		$186K Buy
4,470
+197
+5% +$8.77K ﹤0.01% 1903
2022
Q1 		$202K Sell
4,273
-318
-7% -$15.6K ﹤0.01% 1936
2021
Q4 		$216K Sell
4,591
-41
-0.9% -$1.96K ﹤0.01% 1949
2021
Q3 		$210K Buy
+4,632
New +$208K ﹤0.01% 1976

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Amalgamated Bank's EFSC Position: Q1 2026 in Review

Amalgamated Bank sold out of Enterprise Financial Services Corp (EFSC) in Q1 2026, closing a stake of 1,153 shares — an estimated $62K sold.

Amalgamated Bank first reported a position in EFSC in Q3 2021 and held it in 18 quarters. The position peaked at $224K in Q4 2022. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • Amalgamated Bank reported no remaining Enterprise Financial Services Corp position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 1,153 Enterprise Financial Services Corp shares in Q1 2026, an estimated $62K.
  • Amalgamated Bank first reported a position in Enterprise Financial Services Corp in Q3 2021 and held it in 18 quarters.
  • Amalgamated Bank's Enterprise Financial Services Corp position peaked at $224K in Q4 2022.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.