Atria Investments’s Enterprise Financial Services Corp EFSC Stock Holding History

Atria Investments’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	$234K	Sell	3,556 -604	-15%	-$36.3K	﹤0.01%	1986
2026 Q1	$225K	Sell	4,160 -31	-0.7%	-$1.75K	﹤0.01%	1926
2025 Q4	$226K	Sell	4,191 -1,755	-30%	-$96.4K	﹤0.01%	1907
2025 Q3	$345K	Buy	5,946 +2,222	+60%	+$129K	﹤0.01%	1641
2025 Q2	$205K	Sell	3,724 -8	-0.2%	-$417	﹤0.01%	1918
2025 Q1	$201K	Sell	3,732 -546	-13%	-$31.4K	﹤0.01%	1825
2024 Q4	$241K	Sell	4,278 -319	-7%	-$17.9K	﹤0.01%	1700
2024 Q3	$236K	Sell	4,597 -970	-17%	-$47.7K	﹤0.01%	1739
2024 Q2	$228K	Buy	+5,567	New	+$216K	﹤0.01%	1745

Other funds holding EFSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Atria Investments's EFSC Position: Q2 2026 in Review

Atria Investments reduced its Enterprise Financial Services Corp (EFSC) stake by 15% in Q2 2026, selling an estimated $36.3K and leaving 3,556 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Atria Investments first reported a position in EFSC in Q2 2024 and has held it in 9 quarters since. The position peaked at $345K in Q3 2025. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Atria Investments held 3,556 shares of Enterprise Financial Services Corp worth $234K as of Q2 2026.
Atria Investments sold 604 Enterprise Financial Services Corp shares in Q2 2026, an estimated $36.3K.
Enterprise Financial Services Corp made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1986 holding.
Atria Investments first reported a position in Enterprise Financial Services Corp in Q2 2024 and has held it in 9 quarters since.
Atria Investments's Enterprise Financial Services Corp position peaked at $345K in Q3 2025.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.