Claris Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

Claris Advisors’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
2025 Q4	–	Sell	-5,633	Closed	-$310K	–	71
2025 Q3	$310K	Hold	5,633	–	–	0.11%	57
2025 Q2	$310K	Buy	5,633 +3	+0.1%	+$156	0.11%	57
2025 Q1	$303K	Buy	5,630 +4	+0.1%	+$230	0.11%	59
2024 Q4	$317K	Buy	5,626 +3	+0.1%	+$168	0.12%	51
2024 Q3	$288K	Buy	5,623 +3	+0.1%	+$147	0.13%	44
2024 Q2	$230K	Buy	5,620 +8	+0.1%	+$311	0.12%	51
2024 Q1	$228K	Buy	5,612 +3	+0.1%	+$123	0.11%	52
2023 Q4	$250K	Buy	5,609 +4	+0.1%	+$156	0.14%	44
2023 Q3	$210K	Buy	5,605 +302	+6%	+$12.1K	0.13%	46
2023 Q2	$207K	Buy	5,303 +2	+0%	+$83	0.14%	45
2023 Q1	$236K	Hold	5,301	–	–	0.18%	38
2022 Q4	$260K	Buy	5,301 +1	+0%	+$50	0.25%	42
2022 Q3	$233K	Hold	5,300	–	–	0.27%	36
2022 Q2	$220K	Hold	5,300	–	–	0.24%	41
2022 Q1	$251K	Hold	5,300	–	–	0.27%	39
2021 Q4	$250K	Buy	+5,300	New	+$253K	0.26%	41

Other funds holding EFSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Claris Advisors's EFSC Position: Q4 2025 in Review

Claris Advisors sold out of Enterprise Financial Services Corp (EFSC) in Q4 2025, closing a stake of 5,633 shares — an estimated $310K sold.

Claris Advisors first reported a position in EFSC in Q4 2021 and held it in 16 quarters. The position peaked at $317K in Q4 2024. 244 funds tracked by Wall St. Rank hold EFSC as of Q4 2025.

Claris Advisors reported no remaining Enterprise Financial Services Corp position as of Q4 2025 after selling out during the quarter.
Claris Advisors sold 5,633 Enterprise Financial Services Corp shares in Q4 2025, an estimated $310K.
Claris Advisors first reported a position in Enterprise Financial Services Corp in Q4 2021 and held it in 16 quarters.
Claris Advisors's Enterprise Financial Services Corp position peaked at $317K in Q4 2024.
244 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2025.

Based on Claris Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.