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

CoreCap 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
Q3 		$177 Hold
3
– – ﹤0.01% 2978
2026
Q2 		$198 Buy
3
+1
+50% +$60 ﹤0.01% 3007
2026
Q1 		$108 Buy
+2
New +$113 ﹤0.01% 2827

Other funds holding EFSC

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CoreCap Advisors's EFSC Position: Q3 2026 in Review

CoreCap Advisors held its Enterprise Financial Services Corp (EFSC) position steady in Q3 2026 at 3 shares worth $177. The position accounts for ﹤0.01% of the portfolio, ranked #2978.

CoreCap Advisors first reported a position in EFSC in Q1 2026 and has held it in 3 quarters since. The position peaked at $198 in Q2 2026. 9 funds tracked by Wall St. Rank hold EFSC as of Q3 2026.

  • CoreCap Advisors held 3 shares of Enterprise Financial Services Corp worth $177 as of Q3 2026.
  • CoreCap Advisors left its Enterprise Financial Services Corp share count unchanged in Q3 2026.
  • Enterprise Financial Services Corp made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2978 holding.
  • CoreCap Advisors first reported a position in Enterprise Financial Services Corp in Q1 2026 and has held it in 3 quarters since.
  • CoreCap Advisors's Enterprise Financial Services Corp position peaked at $198 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.