CAPTRUST Financial Advisors
EFSC icon

CAPTRUST Financial Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

CAPTRUST Financial 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
Q3 		$502K Buy
8,509
+407
+5% +$26.2K ﹤0.01% 2228
2026
Q2 		$534K Buy
8,102
+690
+9% +$41.5K ﹤0.01% 2142
2026
Q1 		$401K Buy
+7,412
New +$418K ﹤0.01% 2183
2025
Q4 		– Sell
-3,459
Closed -$201K – 2766
2025
Q3 		$201K Buy
+3,459
New +$201K ﹤0.01% 2429
2025
Q1 		– Sell
-3,610
Closed -$204K – 2383
2024
Q4 		$204K Buy
+3,610
New +$202K ﹤0.01% 2132
2024
Q1 		– Sell
-4,767
Closed -$213K – 2301
2023
Q4 		$213K Sell
4,767
-636
-12% -$24.8K ﹤0.01% 2352
2023
Q3 		$203K Buy
+5,403
New +$216K ﹤0.01% 2285
2022
Q3 		– Sell
-787
Closed -$33K – 2622
2022
Q2 		$33K Buy
787
+147
+23% +$6.55K ﹤0.01% 3049
2022
Q1 		$30K Buy
640
+21
+3% +$1.03K ﹤0.01% 3140
2021
Q4 		$29K Sell
619
-1
-0.2% -$48 ﹤0.01% 3040
2021
Q3 		$28K Buy
620
+42
+7% +$1.88K ﹤0.01% 2937
2021
Q2 		$27K Sell
578
-1
-0.2% -$49 ﹤0.01% 2903
2021
Q1 		$29K Buy
579
+473
+446% +$19.9K ﹤0.01% 2767
2020
Q4 		$4K Sell
106
-149
-58% -$4.87K ﹤0.01% 2905
2020
Q3 		$7K Hold
255
– – ﹤0.01% 2417
2020
Q2 		$8K Buy
+255
New +$7.41K ﹤0.01% 2251
2019
Q4 		– Sell
-255
Closed -$10K – 1224
2019
Q3 		$10K Sell
255
-4
-2% -$161 ﹤0.01% 1494
2019
Q2 		$11K Buy
259
+106
+69% +$4.43K ﹤0.01% 1468
2019
Q1 		$6K Buy
+153
New +$6.58K ﹤0.01% 1489
2018
Q4 		– Sell
-164
Closed -$9K – 1604
2018
Q3 		$9K Buy
164
+32
+24% +$1.78K ﹤0.01% 1245
2018
Q2 		$7K Buy
+132
New +$6.91K ﹤0.01% 1258

Other funds holding EFSC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PL Capital Advisors
PL Capital Advisors Naples, Florida $346M AUM 18.04% 1-Year Est. Return
Western Financial Corp
Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Enterprise Financial Services Corp (EFSC)
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $241M AUM 31.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors's EFSC Position: Q3 2026 in Review

CAPTRUST Financial Advisors increased its Enterprise Financial Services Corp (EFSC) stake by 5% in Q3 2026, buying an estimated $26.2K and bringing the position to 8,509 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

CAPTRUST Financial Advisors first reported a position in EFSC in Q2 2018 and has held it in 21 quarters since. The position peaked at $534K in Q2 2026. 149 funds tracked by Wall St. Rank hold EFSC as of Q3 2026.

  • CAPTRUST Financial Advisors held 8,509 shares of Enterprise Financial Services Corp worth $502K as of Q3 2026.
  • CAPTRUST Financial Advisors bought 407 Enterprise Financial Services Corp shares in Q3 2026, an estimated $26.2K.
  • Enterprise Financial Services Corp made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2228 holding.
  • CAPTRUST Financial Advisors first reported a position in Enterprise Financial Services Corp in Q2 2018 and has held it in 21 quarters since.
  • CAPTRUST Financial Advisors's Enterprise Financial Services Corp position peaked at $534K in Q2 2026.
  • 149 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.