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Cornerstone Planning’s Enterprise Financial Services Corp EFSC Stock Holding History

Cornerstone Planning’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 		$341K Hold
5,178
– – 0.08% 122
2026
Q1 		$280K Sell
5,178
-568
-10% -$32K 0.06% 127
2025
Q4 		$310K Buy
+5,746
New +$316K 0.07% 116
2024
Q4 		$353K Buy
+6,252
New +$350K 0.13% 100

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

Cornerstone Planning's EFSC Position: Q2 2026 in Review

Cornerstone Planning held its Enterprise Financial Services Corp (EFSC) position steady in Q2 2026 at 5,178 shares worth $341K. The position accounts for 0.08% of the portfolio, ranked #122.

Cornerstone Planning first reported a position in EFSC in Q4 2024 and has held it in 4 quarters since. The position peaked at $353K in Q4 2024. 265 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Cornerstone Planning held 5,178 shares of Enterprise Financial Services Corp worth $341K as of Q2 2026.
  • Cornerstone Planning left its Enterprise Financial Services Corp share count unchanged in Q2 2026.
  • Enterprise Financial Services Corp made up 0.08% of Cornerstone Planning's portfolio in Q2 2026, its #122 holding.
  • Cornerstone Planning first reported a position in Enterprise Financial Services Corp in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's Enterprise Financial Services Corp position peaked at $353K in Q4 2024.
  • 265 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.