Cetera Investment Advisers
EFSC icon

Cetera Investment Advisers’s Enterprise Financial Services Corp EFSC Stock Holding History

Cetera Investment Advisers’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 		$627K Buy
9,513
+79
+0.8% +$4.75K ﹤0.01% 3485
2026
Q1 		$510K Buy
9,434
+333
+4% +$18.8K ﹤0.01% 3498
2025
Q4 		$491K Sell
9,101
-2,635
-22% -$145K ﹤0.01% 3452
2025
Q3 		$680K Buy
11,736
+2,362
+25% +$137K ﹤0.01% 3121
2025
Q2 		$517K Sell
9,374
-2,274
-20% -$119K ﹤0.01% 2945
2025
Q1 		$626K Buy
11,648
+1,927
+20% +$111K ﹤0.01% 2654
2024
Q4 		$548K Sell
9,721
-170
-2% -$9.51K ﹤0.01% 2611
2024
Q3 		$507K Buy
9,891
+185
+2% +$9.09K ﹤0.01% 2638
2024
Q2 		$397K Sell
9,706
-1,164
-11% -$45.2K ﹤0.01% 2772
2024
Q1 		$441K Buy
10,870
+5,062
+87% +$207K ﹤0.01% 2701
2023
Q4 		$259K Buy
+5,808
New +$227K ﹤0.01% 1876
2018
Q4 		– Sell
-4,072
Closed -$216K – 468
2018
Q3 		$216K Buy
+4,072
New +$227K 0.03% 446

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

Cetera Investment Advisers's EFSC Position: Q2 2026 in Review

Cetera Investment Advisers increased its Enterprise Financial Services Corp (EFSC) stake by 0.84% in Q2 2026, buying an estimated $4.75K and bringing the position to 9,513 shares worth $627K. The position accounts for ﹤0.01% of the portfolio, ranked #3485.

Cetera Investment Advisers first reported a position in EFSC in Q3 2018 and has held it in 12 quarters since. The position peaked at $680K in Q3 2025. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Cetera Investment Advisers held 9,513 shares of Enterprise Financial Services Corp worth $627K as of Q2 2026.
  • Cetera Investment Advisers bought 79 Enterprise Financial Services Corp shares in Q2 2026, an estimated $4.75K.
  • Enterprise Financial Services Corp made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3485 holding.
  • Cetera Investment Advisers first reported a position in Enterprise Financial Services Corp in Q3 2018 and has held it in 12 quarters since.
  • Cetera Investment Advisers's Enterprise Financial Services Corp position peaked at $680K in Q3 2025.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.