Carson Wealth (CWM LLC)
EFSC icon

Carson Wealth (CWM LLC)’s Enterprise Financial Services Corp EFSC Stock Holding History

Carson Wealth (CWM 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
Q1 		$73.8K Sell
1,363
-376
-22% -$21.2K ﹤0.01% 3512
2025
Q4 		$94K Sell
1,739
-1,254
-42% -$68.9K ﹤0.01% 3110
2025
Q3 		$174K Buy
2,993
+1,829
+157% +$106K ﹤0.01% 2546
2025
Q2 		$64K Sell
1,164
-88
-7% -$4.59K ﹤0.01% 3081
2025
Q1 		$67K Buy
1,252
+570
+84% +$32.8K ﹤0.01% 2727
2024
Q4 		$38K Buy
682
+114
+20% +$6.38K ﹤0.01% 2985
2024
Q3 		$29K Buy
568
+183
+48% +$8.99K ﹤0.01% 3112
2024
Q2 		$16K Buy
385
+361
+1,504% +$14K ﹤0.01% 3259
2024
Q1 		$1K Sell
24
-2
-8% -$82 ﹤0.01% 4119
2023
Q4 		$1K Buy
+26
New +$1.02K ﹤0.01% 3937
2023
Q2 		– Sell
-64
Closed -$3K – 4234
2023
Q1 		$3K Hold
64
– – ﹤0.01% 3485
2022
Q4 		$3K Hold
64
– – ﹤0.01% 3399
2022
Q3 		$3K Buy
+64
New +$2.91K ﹤0.01% 3286
2021
Q2 		$2K Hold
37
– – ﹤0.01% 2640
2021
Q1 		$2K Hold
37
– – ﹤0.01% 2640
2020
Q4 		$2K Hold
37
– – ﹤0.01% 2639
2020
Q3 		$2K Hold
37
– – ﹤0.01% 2638
2020
Q2 		$2K Hold
37
– – ﹤0.01% 2637
2020
Q1 		$2K Hold
37
– – ﹤0.01% 2637
2019
Q4 		$2K Hold
37
– – ﹤0.01% 2637
2019
Q3 		$2K Hold
37
– – ﹤0.01% 2637
2019
Q2 		$2K Hold
37
– – ﹤0.01% 2637
2019
Q1 		$2K Sell
37
-263
-88% -$11.3K ﹤0.01% 2636
2018
Q4 		$11K Hold
300
– – ﹤0.01% 1298
2018
Q3 		$16K Hold
300
– – ﹤0.01% 1010
2018
Q2 		$16K Buy
+300
New +$15.7K ﹤0.01% 881

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EFSC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Enterprise Financial Services Corp (EFSC) stake by 22% in Q1 2026, selling an estimated $21.2K and leaving 1,363 shares worth $73.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3512.

Carson Wealth (CWM LLC) first reported a position in EFSC in Q2 2018 and has held it in 26 quarters since. The position peaked at $174K in Q3 2025. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,363 shares of Enterprise Financial Services Corp worth $73.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 376 Enterprise Financial Services Corp shares in Q1 2026, an estimated $21.2K.
  • Enterprise Financial Services Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3512 holding.
  • Carson Wealth (CWM LLC) first reported a position in Enterprise Financial Services Corp in Q2 2018 and has held it in 26 quarters since.
  • Carson Wealth (CWM LLC)'s Enterprise Financial Services Corp position peaked at $174K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.