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Chicago Partners Investment Group’s Enterprise Financial Services Corp EFSC Stock Holding History

Chicago Partners Investment Group’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 		$295K Buy
4,538
+44
+1% +$2.65K 0.01% 1253
2026
Q1 		$259K Buy
4,494
+54
+1% +$3.04K 0.01% 1214
2025
Q4 		$247K Buy
4,440
+22
+0.5% +$1.21K 0.01% 1141
2025
Q3 		$238K Buy
4,418
+32
+0.7% +$1.86K 0.01% 1079
2025
Q2 		$253K Buy
4,386
+23
+0.5% +$1.2K 0.01% 925
2025
Q1 		$230K Buy
4,363
+37
+0.9% +$2.13K 0.01% 802
2024
Q4 		$241K Buy
4,326
+20
+0.5% +$1.12K 0.01% 745
2024
Q3 		$228K Buy
4,306
+22
+0.5% +$1.08K 0.01% 709
2024
Q2 		$228K Buy
+4,284
New +$166K 0.01% 683
2023
Q1 		– Sell
-4,257
Closed -$238K – 669
2022
Q4 		$238K Hold
4,257
– – 0.01% 543
2022
Q3 		$222K Hold
4,257
– – 0.02% 509
2022
Q2 		$200K Buy
+4,257
New +$190K 0.01% 548
2022
Q1 		– Sell
-4,257
Closed -$210K – 579
2021
Q4 		$210K Hold
4,257
– – 0.01% 518
2021
Q3 		$210K Buy
+4,257
New +$191K 0.01% 539
2021
Q2 		– Sell
-4,257
Closed -$213K – 544
2021
Q1 		$213K Buy
+4,257
New +$179K 0.02% 475
2020
Q1 		– Sell
-4,257
Closed -$206K – 364
2019
Q4 		$206K Buy
+4,257
New +$189K 0.03% 347

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

Chicago Partners Investment Group's EFSC Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Enterprise Financial Services Corp (EFSC) stake by 0.98% in Q2 2026, buying an estimated $2.65K and bringing the position to 4,538 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #1253.

Chicago Partners Investment Group first reported a position in EFSC in Q4 2019 and has held it in 16 quarters since. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Chicago Partners Investment Group held 4,538 shares of Enterprise Financial Services Corp worth $295K as of Q2 2026.
  • Chicago Partners Investment Group bought 44 Enterprise Financial Services Corp shares in Q2 2026, an estimated $2.65K.
  • Enterprise Financial Services Corp made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1253 holding.
  • Chicago Partners Investment Group first reported a position in Enterprise Financial Services Corp in Q4 2019 and has held it in 16 quarters since.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.