Corient Private Wealth
EFSC icon

Corient Private Wealth’s Enterprise Financial Services Corp EFSC Stock Holding History

Corient Private Wealth’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 		$2.69M Buy
40,870
+1,273
+3% +$76.6K ﹤0.01% 1198
2026
Q1 		$2.14M Buy
39,597
+33,438
+543% +$1.89M ﹤0.01% 1233
2025
Q4 		$333K Buy
+6,159
New +$338K ﹤0.01% 2109
2024
Q1 		– Sell
-5,002
Closed -$223K – 2301
2023
Q4 		$223K Buy
+5,002
New +$195K ﹤0.01% 2011

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Corient Private Wealth's EFSC Position: Q2 2026 in Review

Corient Private Wealth increased its Enterprise Financial Services Corp (EFSC) stake by 3.2% in Q2 2026, buying an estimated $76.6K and bringing the position to 40,870 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Corient Private Wealth first reported a position in EFSC in Q4 2023 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Corient Private Wealth held 40,870 shares of Enterprise Financial Services Corp worth $2.69M as of Q2 2026.
  • Corient Private Wealth bought 1,273 Enterprise Financial Services Corp shares in Q2 2026, an estimated $76.6K.
  • Enterprise Financial Services Corp made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1198 holding.
  • Corient Private Wealth first reported a position in Enterprise Financial Services Corp in Q4 2023 and has held it in 4 quarters since.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.