Cerity Partners
EFSC icon

Cerity Partners’s Enterprise Financial Services Corp EFSC Stock Holding History

Cerity Partners’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 		$294K Buy
5,442
+339
+7% +$19.1K ﹤0.01% 2624
2025
Q4 		$276K Buy
5,103
+94
+2% +$5.16K ﹤0.01% 2458
2025
Q3 		$290K Buy
+5,009
New +$291K ﹤0.01% 2297

Other funds holding EFSC

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Wellington Management Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners's EFSC Position: Q1 2026 in Review

Cerity Partners increased its Enterprise Financial Services Corp (EFSC) stake by 6.6% in Q1 2026, buying an estimated $19.1K and bringing the position to 5,442 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #2624.

Cerity Partners first reported a position in EFSC in Q3 2025 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • Cerity Partners held 5,442 shares of Enterprise Financial Services Corp worth $294K as of Q1 2026.
  • Cerity Partners bought 339 Enterprise Financial Services Corp shares in Q1 2026, an estimated $19.1K.
  • Enterprise Financial Services Corp made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2624 holding.
  • Cerity Partners first reported a position in Enterprise Financial Services Corp in Q3 2025 and has held it in 3 quarters since.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.