Atwood & Palmer’s Enterprise Financial Services Corp EFSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $162K | Hold |
2,460
| – | – | 0.01% | 169 |
|
|
2026
Q1 | $133K | Hold |
2,460
| – | – | 0.01% | 181 |
|
|
2025
Q4 | $133K | Hold |
2,460
| – | – | 0.01% | 169 |
|
|
2025
Q3 | $143K | Hold |
2,460
| – | – | 0.01% | 172 |
|
|
2025
Q2 | $136K | Hold |
2,460
| – | – | 0.01% | 168 |
|
|
2025
Q1 | $132K | Hold |
2,460
| – | – | 0.01% | 166 |
|
|
2024
Q4 | $139K | Hold |
2,460
| – | – | 0.01% | 161 |
|
|
2024
Q3 | $126K | Hold |
2,460
| – | – | 0.01% | 170 |
|
|
2024
Q2 | $101K | Hold |
2,460
| – | – | 0.01% | 178 |
|
|
2024
Q1 | $99.8K | Hold |
2,460
| – | – | 0.01% | 184 |
|
|
2023
Q4 | $110K | Hold |
2,460
| – | – | 0.01% | 180 |
|
|
2023
Q3 | $92.3K | Hold |
2,460
| – | – | 0.01% | 176 |
|
|
2023
Q2 | $96.2K | Hold |
2,460
| – | – | 0.01% | 186 |
|
|
2023
Q1 | $110K | Hold |
2,460
| – | – | 0.01% | 173 |
|
|
2022
Q4 | $120K | Hold |
2,460
| – | – | 0.01% | 167 |
|
|
2022
Q3 | $108K | Hold |
2,460
| – | – | 0.01% | 162 |
|
|
2022
Q2 | $102K | Hold |
2,460
| – | – | 0.01% | 167 |
|
|
2022
Q1 | $116K | Hold |
2,460
| – | – | 0.01% | 167 |
|
|
2021
Q4 | $116K | Hold |
2,460
| – | – | 0.01% | 176 |
|
|
2021
Q3 | $111K | Hold |
2,460
| – | – | 0.01% | 180 |
|
|
2021
Q2 | $114K | Hold |
2,460
| – | – | 0.01% | 179 |
|
|
2021
Q1 | $122K | Hold |
2,460
| – | – | 0.01% | 168 |
|
|
2020
Q4 | $86K | Hold |
2,460
| – | – | 0.01% | 181 |
|
|
2020
Q3 | $67K | Hold |
2,460
| – | – | 0.01% | 176 |
|
|
2020
Q2 | $77K | Hold |
2,460
| – | – | 0.01% | 167 |
|
|
2020
Q1 | $69K | Hold |
2,460
| – | – | 0.01% | 165 |
|
|
2019
Q4 | $119K | Hold |
2,460
| – | – | 0.02% | 150 |
|
|
2019
Q3 | $100K | Hold |
2,460
| – | – | 0.01% | 161 |
|
|
2019
Q2 | $102K | Hold |
2,460
| – | – | 0.01% | 153 |
|
|
2019
Q1 | $100K | Hold |
2,460
| – | – | 0.01% | 151 |
|
|
2018
Q4 | $93K | Buy |
+2,460
| New | +$110K | 0.01% | 152 |
|
|
2015
Q1 | – | Sell |
-200
| Closed | -$4K | – | 331 |
|
|
2014
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 352 |
|
|
2014
Q3 | $3K | Sell |
200
-3,788
| -95% | -$66.5K | ﹤0.01% | 360 |
|
|
2014
Q2 | $72K | Buy |
+3,988
| New | +$73K | 0.02% | 173 |
|
Other funds holding EFSC
NAMI
Atwood & Palmer's EFSC Position: Q2 2026 in Review
Atwood & Palmer held its Enterprise Financial Services Corp (EFSC) position steady in Q2 2026 at 2,460 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #169.
Atwood & Palmer first reported a position in EFSC in Q2 2014 and has held it in 34 quarters since. 267 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.
- Atwood & Palmer held 2,460 shares of Enterprise Financial Services Corp worth $162K as of Q2 2026.
- Atwood & Palmer left its Enterprise Financial Services Corp share count unchanged in Q2 2026.
- Enterprise Financial Services Corp made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #169 holding.
- Atwood & Palmer first reported a position in Enterprise Financial Services Corp in Q2 2014 and has held it in 34 quarters since.
- 267 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.
Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.