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 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 $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atria Investments's EFSC Position: Q1 2026 in Review

Atria Investments reduced its Enterprise Financial Services Corp (EFSC) stake by 0.74% in Q1 2026, selling an estimated $1.75K and leaving 4,160 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

Atria Investments first reported a position in EFSC in Q2 2024 and has held it in 8 quarters since. The position peaked at $345K in Q3 2025. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

Atria Investments held 4,160 shares of Enterprise Financial Services Corp worth $225K as of Q1 2026.
Atria Investments sold 31 Enterprise Financial Services Corp shares in Q1 2026, an estimated $1.75K.
Enterprise Financial Services Corp made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1926 holding.
Atria Investments first reported a position in Enterprise Financial Services Corp in Q2 2024 and has held it in 8 quarters since.
Atria Investments's Enterprise Financial Services Corp position peaked at $345K in Q3 2025.
262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.