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

Clearstead 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
2026 Q2	$396	Buy	+6	New	+$361	﹤0.01%	2998
2025 Q4	–	Sell	-189	Closed	-$11K	–	2896
2025 Q3	$11K	Sell	189 -4,151	-96%	-$241K	﹤0.01%	1902
2025 Q2	$239K	Buy	4,340 +177	+4%	+$9.23K	﹤0.01%	844
2025 Q1	$224K	Hold	4,163	–	–	﹤0.01%	801
2024 Q4	$235K	Hold	4,163	–	–	﹤0.01%	807
2024 Q3	$213K	Hold	4,163	–	–	﹤0.01%	838
2024 Q2	$170K	Buy	+4,163	New	+$162K	﹤0.01%	867

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Clearstead Advisors's EFSC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Enterprise Financial Services Corp (EFSC) in Q2 2026: 6 shares worth $396. The stake represents ﹤0.01% of the portfolio and ranks #2998 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in EFSC as recently as Q3 2025.

Clearstead Advisors first reported a position in EFSC in Q2 2024 and has held it in 7 quarters since. The position peaked at $239K in Q2 2025. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Clearstead Advisors held 6 shares of Enterprise Financial Services Corp worth $396 as of Q2 2026.
Enterprise Financial Services Corp was a new Clearstead Advisors position in Q2 2026.
Enterprise Financial Services Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2998 holding.
Clearstead Advisors first reported a position in Enterprise Financial Services Corp in Q2 2024 and has held it in 7 quarters since.
Clearstead Advisors's Enterprise Financial Services Corp position peaked at $239K in Q2 2025.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.