Concourse Financial Group Securities’s Enterprise Financial Services Corp EFSC Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-21	Closed	-$1.19K	–	577
2024 Q4	$1.19K	Hold	21	–	–	﹤0.01%	2071
2024 Q3	$1.08K	Sell	21 -40	-66%	-$1.97K	﹤0.01%	2056
2024 Q2	$2.5K	Sell	61 -19	-24%	-$738	﹤0.01%	2002
2024 Q1	$3.26K	Hold	80	–	–	﹤0.01%	1971
2023 Q4	$3.57K	Hold	80	–	–	﹤0.01%	1924
2023 Q3	$3K	Hold	80	–	–	﹤0.01%	1929
2023 Q2	$3.13K	Hold	80	–	–	﹤0.01%	1938
2023 Q1	$3.57K	Buy	80 +11	+16%	+$562	﹤0.01%	1948
2022 Q4	$3.38K	Hold	69	–	–	﹤0.01%	1941
2022 Q3	$3K	Hold	69	–	–	﹤0.01%	1732
2022 Q2	$3K	Buy	69 +11	+19%	+$490	﹤0.01%	1949
2022 Q1	$3K	Hold	58	–	–	﹤0.01%	1946
2021 Q4	$3K	Hold	58	–	–	﹤0.01%	2127
2021 Q3	$3K	Hold	58	–	–	﹤0.01%	2170
2021 Q2	$3K	Hold	58	–	–	﹤0.01%	2127
2021 Q1	$3K	Buy	58 +39	+205%	+$1.64K	﹤0.01%	2056
2020 Q4	$1K	Hold	19	–	–	﹤0.01%	2176
2020 Q3	$1K	Hold	19	–	–	﹤0.01%	2074
2020 Q2	$1K	Hold	19	–	–	﹤0.01%	1989
2020 Q1	$1K	Buy	+19	New	+$764	﹤0.01%	2021

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

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

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Concourse Financial Group Securities's EFSC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Enterprise Financial Services Corp (EFSC) in Q1 2025, closing a stake of 21 shares — an estimated $1.19K sold.

Concourse Financial Group Securities first reported a position in EFSC in Q1 2020 and held it in 20 quarters. The position peaked at $3.57K in Q4 2023. 242 funds tracked by Wall St. Rank hold EFSC as of Q1 2025.

Concourse Financial Group Securities reported no remaining Enterprise Financial Services Corp position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 21 Enterprise Financial Services Corp shares in Q1 2025, an estimated $1.19K.
Concourse Financial Group Securities first reported a position in Enterprise Financial Services Corp in Q1 2020 and held it in 20 quarters.
Concourse Financial Group Securities's Enterprise Financial Services Corp position peaked at $3.57K in Q4 2023.
242 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.