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Concord Wealth Partners’s Enterprise Financial Services Corp EFSC Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-21
Closed -$1.13K – 877
2025
Q1 		$1.13K Hold
21
– – ﹤0.01% 721
2024
Q4 		$1.18K Hold
21
– – ﹤0.01% 772
2024
Q3 		$1.08K Buy
+21
New +$1.03K ﹤0.01% 827

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First Trust Advisors
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Macquarie Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
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Concord Wealth Partners's EFSC Position: Q2 2025 in Review

Concord Wealth Partners sold out of Enterprise Financial Services Corp (EFSC) in Q2 2025, closing a stake of 21 shares — an estimated $1.13K sold.

Concord Wealth Partners first reported a position in EFSC in Q3 2024 and held it in 3 quarters. The position peaked at $1.18K in Q4 2024. 241 funds tracked by Wall St. Rank hold EFSC as of Q2 2025.

  • Concord Wealth Partners reported no remaining Enterprise Financial Services Corp position as of Q2 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 21 Enterprise Financial Services Corp shares in Q2 2025, an estimated $1.13K.
  • Concord Wealth Partners first reported a position in Enterprise Financial Services Corp in Q3 2024 and held it in 3 quarters.
  • Concord Wealth Partners's Enterprise Financial Services Corp position peaked at $1.18K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.