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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Cetera Investment Advisers's EFSC Position: Q1 2026 in Review

Cetera Investment Advisers increased its Enterprise Financial Services Corp (EFSC) stake by 3.7% in Q1 2026, buying an estimated $18.8K and bringing the position to 9,434 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #3498.

Cetera Investment Advisers first reported a position in EFSC in Q3 2018 and has held it in 11 quarters since. The position peaked at $680K in Q3 2025. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

Cetera Investment Advisers held 9,434 shares of Enterprise Financial Services Corp worth $510K as of Q1 2026.
Cetera Investment Advisers bought 333 Enterprise Financial Services Corp shares in Q1 2026, an estimated $18.8K.
Enterprise Financial Services Corp made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3498 holding.
Cetera Investment Advisers first reported a position in Enterprise Financial Services Corp in Q3 2018 and has held it in 11 quarters since.
Cetera Investment Advisers's Enterprise Financial Services Corp position peaked at $680K in Q3 2025.
262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.