Ameriprise
EFSC icon

Ameriprise’s Enterprise Financial Services Corp EFSC Stock Holding History

Ameriprise’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 		$1.24M Sell
22,962
-18,115
-44% -$1.02M ﹤0.01% 3196
2025
Q4 		$2.22M Sell
41,077
-24,396
-37% -$1.34M ﹤0.01% 2936
2025
Q3 		$3.8M Sell
65,473
-16,597
-20% -$965K ﹤0.01% 2629
2025
Q2 		$4.52M Buy
82,070
+4,394
+6% +$229K ﹤0.01% 2445
2025
Q1 		$4.17M Sell
77,676
-5,503
-7% -$317K ﹤0.01% 2451
2024
Q4 		$4.69M Buy
83,179
+8,525
+11% +$477K ﹤0.01% 2399
2024
Q3 		$3.83M Sell
74,654
-3,191
-4% -$157K ﹤0.01% 2557
2024
Q2 		$3.18M Sell
77,845
-9,494
-11% -$369K ﹤0.01% 2618
2024
Q1 		$3.54M Buy
87,339
+15,843
+22% +$649K ﹤0.01% 2575
2023
Q4 		$3.19M Buy
71,496
+148
+0.2% +$5.78K ﹤0.01% 2627
2023
Q3 		$2.68M Sell
71,348
-47,089
-40% -$1.88M ﹤0.01% 2683
2023
Q2 		$4.63M Sell
118,437
-5,859
-5% -$242K ﹤0.01% 2403
2023
Q1 		$5.54M Sell
124,296
-24,428
-16% -$1.25M ﹤0.01% 2246
2022
Q4 		$7.28M Sell
148,724
-851
-0.6% -$42.3K ﹤0.01% 2022
2022
Q3 		$6.59M Buy
149,575
+5,735
+4% +$261K ﹤0.01% 2026
2022
Q2 		$5.97M Sell
143,840
-2,530
-2% -$113K ﹤0.01% 2145
2022
Q1 		$6.93M Sell
146,370
-2,057
-1% -$101K ﹤0.01% 2203
2021
Q4 		$6.99M Buy
148,427
+16,522
+13% +$788K ﹤0.01% 2234
2021
Q3 		$5.97M Buy
131,905
+8,514
+7% +$381K ﹤0.01% 2263
2021
Q2 		$5.72M Buy
123,391
+59,886
+94% +$2.93M ﹤0.01% 2358
2021
Q1 		$3.14M Sell
63,505
-24,801
-28% -$1.04M ﹤0.01% 2663
2020
Q4 		$3.09M Sell
88,306
-4,032
-4% -$132K ﹤0.01% 2577
2020
Q3 		$2.52M Buy
92,338
+3,841
+4% +$114K ﹤0.01% 2532
2020
Q2 		$2.75M Buy
88,497
+818
+0.9% +$23.8K ﹤0.01% 2437
2020
Q1 		$2.45M Sell
87,679
-621
-0.7% -$25K ﹤0.01% 2374
2019
Q4 		$4.26M Buy
88,300
+9,652
+12% +$429K ﹤0.01% 2332
2019
Q3 		$3.2M Sell
78,648
-164,958
-68% -$6.65M ﹤0.01% 2447
2019
Q2 		$10.1M Buy
243,606
+3,409
+1% +$143K ﹤0.01% 1721
2019
Q1 		$9.79M Buy
240,197
+4,307
+2% +$185K ﹤0.01% 1720
2018
Q4 		$8.88M Buy
235,890
+25,423
+12% +$1.13M ﹤0.01% 1699
2018
Q3 		$11.2M Buy
210,467
+53,563
+34% +$2.98M ﹤0.01% 1797
2018
Q2 		$8.46M Buy
156,904
+18,910
+14% +$990K ﹤0.01% 1869
2018
Q1 		$6.47M Sell
137,994
-79,880
-37% -$3.81M ﹤0.01% 1993
2017
Q4 		$9.84M Sell
217,874
-10,093
-4% -$442K ﹤0.01% 1626
2017
Q3 		$9.65M Sell
227,967
-29,448
-11% -$1.17M ﹤0.01% 1608
2017
Q2 		$10.5M Buy
257,415
+136,839
+113% +$5.69M 0.01% 1515
2017
Q1 		$5.11M Buy
120,576
+18,019
+18% +$764K ﹤0.01% 2035
2016
Q4 		$4.41M Buy
102,557
+82,766
+418% +$3.03M ﹤0.01% 2131
2016
Q3 		$619K Buy
+19,791
New +$586K ﹤0.01% 3097
2014
Q4 		– Sell
-500
Closed -$8K – 3890
2014
Q3 		$8K Sell
500
-6,460
-93% -$113K ﹤0.01% 4935
2014
Q2 		$126K Sell
6,960
-8,000
-53% -$147K ﹤0.01% 3501
2014
Q1 		$301K Buy
14,960
+3,900
+35% +$74.6K ﹤0.01% 3100
2013
Q4 		$226K Sell
11,060
-1,729
-14% -$32K ﹤0.01% 3098
2013
Q3 		$215K Sell
12,789
-660
-5% -$11.5K ﹤0.01% 3153
2013
Q2 		$214K Buy
+13,449
New +$200K ﹤0.01% 3063

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

Ameriprise's EFSC Position: Q1 2026 in Review

Ameriprise reduced its Enterprise Financial Services Corp (EFSC) stake by 44% in Q1 2026, selling an estimated $1.02M and leaving 22,962 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #3196.

Ameriprise first reported a position in EFSC in Q2 2013 and has held it in 45 quarters since. The position peaked at $11.2M in Q3 2018. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • Ameriprise held 22,962 shares of Enterprise Financial Services Corp worth $1.24M as of Q1 2026.
  • Ameriprise sold 18,115 Enterprise Financial Services Corp shares in Q1 2026, an estimated $1.02M.
  • Enterprise Financial Services Corp made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3196 holding.
  • Ameriprise first reported a position in Enterprise Financial Services Corp in Q2 2013 and has held it in 45 quarters since.
  • Ameriprise's Enterprise Financial Services Corp position peaked at $11.2M in Q3 2018.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.