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Bogart Wealth LLC’s Enterprise Financial Services Corp EFSC Stock Holding History

Bogart Wealth LLC’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 		$1.98K Hold
30
– – ﹤0.01% 1460
2026
Q1 		$1.62K Hold
30
– – ﹤0.01% 1320
2025
Q4 		$1.62K Hold
30
– – ﹤0.01% 1216
2025
Q3 		$1.74K Hold
30
– – ﹤0.01% 1183
2025
Q2 		$1.65K Hold
30
– – ﹤0.01% 1142
2025
Q1 		$1.61K Sell
30
-34
-53% -$1.96K ﹤0.01% 1106
2024
Q4 		$3.61K Buy
+64
New +$3.58K ﹤0.01% 963

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bogart Wealth LLC's EFSC Position: Q2 2026 in Review

Bogart Wealth LLC held its Enterprise Financial Services Corp (EFSC) position steady in Q2 2026 at 30 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Bogart Wealth LLC first reported a position in EFSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.61K in Q4 2024. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Bogart Wealth LLC held 30 shares of Enterprise Financial Services Corp worth $1.98K as of Q2 2026.
  • Bogart Wealth LLC left its Enterprise Financial Services Corp share count unchanged in Q2 2026.
  • Enterprise Financial Services Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1460 holding.
  • Bogart Wealth LLC first reported a position in Enterprise Financial Services Corp in Q4 2024 and has held it in 7 quarters since.
  • Bogart Wealth LLC's Enterprise Financial Services Corp position peaked at $3.61K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.