AssetMark Inc
EFSC icon

AssetMark Inc’s Enterprise Financial Services Corp EFSC Stock Holding History

AssetMark Inc’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
Q3 		$1.63M Sell
27,566
-3,588
-12% -$231K ﹤0.01% 1000
2026
Q2 		$2.05M Buy
+31,154
New +$1.87M ﹤0.01% 951

Other funds holding EFSC

Western Financial Corp
Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return
Enterprise Financial Services Corp (EFSC)
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $241M AUM 31.06% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

AssetMark Inc's EFSC Position: Q3 2026 in Review

AssetMark Inc reduced its Enterprise Financial Services Corp (EFSC) stake by 12% in Q3 2026, selling an estimated $231K and leaving 27,566 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

AssetMark Inc first reported a position in EFSC in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.05M in Q2 2026. 57 funds tracked by Wall St. Rank hold EFSC as of Q3 2026.

  • AssetMark Inc held 27,566 shares of Enterprise Financial Services Corp worth $1.63M as of Q3 2026.
  • AssetMark Inc sold 3,588 Enterprise Financial Services Corp shares in Q3 2026, an estimated $231K.
  • Enterprise Financial Services Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1000 holding.
  • AssetMark Inc first reported a position in Enterprise Financial Services Corp in Q2 2026 and has held it in 2 quarters since.
  • AssetMark Inc's Enterprise Financial Services Corp position peaked at $2.05M in Q2 2026.
  • 57 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.