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

Convergence Investment 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
Q4 		– Sell
-17,239
Closed -$1,000K – 264
2025
Q3 		$1,000K Buy
+17,239
New +$1M 0.22% 159
2016
Q1 		– Sell
-43,570
Closed -$1.24M – 351
2015
Q4 		$1.24M Buy
+43,570
New +$1.22M 0.14% 227

Other funds holding EFSC

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Convergence Investment Partners's EFSC Position: Q4 2025 in Review

Convergence Investment Partners sold out of Enterprise Financial Services Corp (EFSC) in Q4 2025, closing a stake of 17,239 shares — an estimated $1,000K sold.

Convergence Investment Partners first reported a position in EFSC in Q4 2015 and held it in 2 quarters. The position peaked at $1.24M in Q4 2015. 244 funds tracked by Wall St. Rank hold EFSC as of Q4 2025.

  • Convergence Investment Partners reported no remaining Enterprise Financial Services Corp position as of Q4 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 17,239 Enterprise Financial Services Corp shares in Q4 2025, an estimated $1,000K.
  • Convergence Investment Partners first reported a position in Enterprise Financial Services Corp in Q4 2015 and held it in 2 quarters.
  • Convergence Investment Partners's Enterprise Financial Services Corp position peaked at $1.24M in Q4 2015.
  • 244 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2025.

Based on Convergence Investment Partners's 13F filing for Q4 2025, filed 5 Feb 2026.