Bell Investment Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

Bell Investment 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	$1.52K	Hold	23	–	–	﹤0.01%	1436
2026 Q1	$1.25K	Hold	23	–	–	﹤0.01%	1481
2025 Q4	$1.24K	Hold	23	–	–	﹤0.01%	1493
2025 Q3	$1.33K	Hold	23	–	–	﹤0.01%	1473
2025 Q2	$1.27K	Hold	23	–	–	﹤0.01%	1514
2025 Q1	$1.24K	Hold	23	–	–	﹤0.01%	1483
2024 Q4	$1.3K	Sell	23 -12	-34%	-$671	﹤0.01%	1499
2024 Q3	$1.79K	Sell	35 -3	-8%	-$147	﹤0.01%	1395
2024 Q2	$1.55K	Hold	38	–	–	﹤0.01%	1460
2024 Q1	$1.54K	Hold	38	–	–	﹤0.01%	1455
2023 Q4	$1.7K	Buy	38 +13	+52%	+$508	﹤0.01%	1400
2023 Q3	$938	Buy	+25	New	+$998	﹤0.01%	1596

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

Bell Investment Advisors's EFSC Position: Q2 2026 in Review

Bell Investment Advisors held its Enterprise Financial Services Corp (EFSC) position steady in Q2 2026 at 23 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Bell Investment Advisors first reported a position in EFSC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.79K in Q3 2024. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Bell Investment Advisors held 23 shares of Enterprise Financial Services Corp worth $1.52K as of Q2 2026.
Bell Investment Advisors left its Enterprise Financial Services Corp share count unchanged in Q2 2026.
Enterprise Financial Services Corp made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1436 holding.
Bell Investment Advisors first reported a position in Enterprise Financial Services Corp in Q3 2023 and has held it in 12 quarters since.
Bell Investment Advisors's Enterprise Financial Services Corp position peaked at $1.79K in Q3 2024.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.