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Aptus Capital Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

Aptus Capital 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
Q2 		$15.7M Buy
238,081
+1,443
+0.6% +$86.8K 0.11% 158
2026
Q1 		$12.8M Buy
236,638
+2,391
+1% +$135K 0.1% 178
2025
Q4 		$12.6M Buy
234,247
+1,021
+0.4% +$56.1K 0.09% 185
2025
Q3 		$13.5M Buy
233,226
+30,568
+15% +$1.78M 0.1% 170
2025
Q2 		$11.2M Buy
202,658
+17,835
+10% +$930K 0.09% 178
2025
Q1 		$9.93M Buy
184,823
+17,916
+11% +$1.03M 0.1% 179
2024
Q4 		$9.41M Buy
166,907
+48,367
+41% +$2.71M 0.1% 175
2024
Q3 		$6.08M Buy
118,540
+15,916
+16% +$782K 0.09% 188
2024
Q2 		$4.2M Buy
102,624
+20,250
+25% +$787K 0.07% 200
2024
Q1 		$3.34M Buy
82,374
+9,465
+13% +$388K 0.06% 228
2023
Q4 		$3.26M Sell
72,909
-810
-1% -$31.6K 0.09% 172
2023
Q3 		$2.76M Sell
73,719
-15,120
-17% -$603K 0.08% 189
2023
Q2 		$3.47M Buy
88,839
+6,880
+8% +$285K 0.08% 181
2023
Q1 		$3.65M Buy
81,959
+9,618
+13% +$492K 0.1% 146
2022
Q4 		$3.54M Buy
72,341
+7,719
+12% +$383K 0.11% 155
2022
Q3 		$2.85M Buy
64,622
+3,735
+6% +$170K 0.07% 163
2022
Q2 		$2.53M Buy
60,887
+2,241
+4% +$99.8K 0.07% 166
2022
Q1 		$2.77M Buy
58,646
+3,735
+7% +$183K 0.07% 162
2021
Q4 		$2.59M Buy
54,911
+10,458
+24% +$499K 0.08% 167
2021
Q3 		$2.01M Buy
44,453
+7,968
+22% +$357K 0.05% 167
2021
Q2 		$1.69M Buy
36,485
+19,743
+118% +$967K 0.05% 162
2021
Q1 		$828K Buy
+16,742
New +$705K 0.03% 231

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 $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Aptus Capital Advisors's EFSC Position: Q2 2026 in Review

Aptus Capital Advisors increased its Enterprise Financial Services Corp (EFSC) stake by 0.61% in Q2 2026, buying an estimated $86.8K and bringing the position to 238,081 shares worth $15.7M. The position accounts for 0.11% of the portfolio, ranked #158.

Aptus Capital Advisors first reported a position in EFSC in Q1 2021 and has held it in 22 quarters since. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Aptus Capital Advisors held 238,081 shares of Enterprise Financial Services Corp worth $15.7M as of Q2 2026.
  • Aptus Capital Advisors bought 1,443 Enterprise Financial Services Corp shares in Q2 2026, an estimated $86.8K.
  • Enterprise Financial Services Corp made up 0.11% of Aptus Capital Advisors's portfolio in Q2 2026, its #158 holding.
  • Aptus Capital Advisors first reported a position in Enterprise Financial Services Corp in Q1 2021 and has held it in 22 quarters since.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.