Carolinas Wealth Consulting’s Enterprise Financial Services Corp EFSC Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-51	Closed	-$2.74K	–	257
2025 Q1	$2.74K	Hold	51	–	–	﹤0.01%	725
2024 Q4	$2.88K	Sell	51 -6	-11%	-$336	﹤0.01%	748
2024 Q3	$2.92K	Hold	57	–	–	﹤0.01%	750
2024 Q2	$2.33K	Sell	57 -9	-14%	-$350	﹤0.01%	774
2024 Q1	$2.69K	Hold	66	–	–	﹤0.01%	745
2023 Q4	$2.95K	Sell	66 -5	-7%	-$195	﹤0.01%	695
2023 Q3	$2.47K	Hold	71	–	–	﹤0.01%	717
2023 Q2	$2.78K	Sell	71 -12	-14%	-$496	﹤0.01%	769
2023 Q1	$3.7K	Buy	83 +13	+19%	+$665	﹤0.01%	734
2022 Q4	$3.43K	Sell	70 -2	-3%	-$99	﹤0.01%	741
2022 Q3	$3K	Hold	72	–	–	﹤0.01%	712
2022 Q2	$3K	Hold	72	–	–	﹤0.01%	716
2022 Q1	$3K	Hold	72	–	–	﹤0.01%	753
2021 Q4	$3K	Buy	72 +1	+1%	+$48	﹤0.01%	769
2021 Q3	$3K	Hold	71	–	–	﹤0.01%	736
2021 Q2	$3K	Hold	71	–	–	﹤0.01%	757
2021 Q1	$4K	Buy	71 +16	+29%	+$674	﹤0.01%	730
2020 Q4	$2K	Sell	55 -10	-15%	-$327	﹤0.01%	739
2020 Q3	$2K	Buy	+65	New	+$1.92K	﹤0.01%	689

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Carolinas Wealth Consulting's EFSC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Enterprise Financial Services Corp (EFSC) in Q2 2025, closing a stake of 51 shares — an estimated $2.74K sold.

Carolinas Wealth Consulting first reported a position in EFSC in Q3 2020 and held it in 19 quarters. The position peaked at $4K in Q1 2021. 240 funds tracked by Wall St. Rank hold EFSC as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Enterprise Financial Services Corp position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 51 Enterprise Financial Services Corp shares in Q2 2025, an estimated $2.74K.
Carolinas Wealth Consulting first reported a position in Enterprise Financial Services Corp in Q3 2020 and held it in 19 quarters.
Carolinas Wealth Consulting's Enterprise Financial Services Corp position peaked at $4K in Q1 2021.
240 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.