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Cornerstone Wealth Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Cornerstone Wealth Management’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 		$894K Buy
13,564
+8
+0.1% +$481 0.04% 358
2026
Q1 		$734K Buy
13,556
+9
+0.1% +$507 0.04% 366
2025
Q4 		$732K Buy
13,547
+9
+0.1% +$494 0.04% 346
2025
Q3 		$785K Buy
13,538
+8
+0.1% +$465 0.04% 323
2025
Q2 		$745K Buy
13,530
+8
+0.1% +$417 0.05% 322
2025
Q1 		$727K Buy
13,522
+9
+0.1% +$518 0.05% 308
2024
Q4 		$762K Buy
13,513
+7
+0.1% +$392 0.05% 277
2024
Q3 		$692K Sell
13,506
-40
-0.3% -$1.97K 0.05% 283
2024
Q2 		$554K Buy
13,546
+10
+0.1% +$389 0.04% 313
2024
Q1 		$549K Buy
13,536
+10
+0.1% +$410 0.04% 316
2023
Q4 		$604K Sell
13,526
-2,242
-14% -$87.6K 0.05% 283
2023
Q3 		$591K Buy
15,768
+10
+0.1% +$399 0.06% 261
2023
Q2 		$616K Buy
+15,758
New +$652K 0.06% 263

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 Wealth Management's EFSC Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Enterprise Financial Services Corp (EFSC) stake by 0.06% in Q2 2026, buying an estimated $481 and bringing the position to 13,564 shares worth $894K. The position accounts for 0.04% of the portfolio, ranked #358.

Cornerstone Wealth Management first reported a position in EFSC in Q2 2023 and has held it in 13 quarters since. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Cornerstone Wealth Management held 13,564 shares of Enterprise Financial Services Corp worth $894K as of Q2 2026.
  • Cornerstone Wealth Management bought 8 Enterprise Financial Services Corp shares in Q2 2026, an estimated $481.
  • Enterprise Financial Services Corp made up 0.04% of Cornerstone Wealth Management's portfolio in Q2 2026, its #358 holding.
  • Cornerstone Wealth Management first reported a position in Enterprise Financial Services Corp in Q2 2023 and has held it in 13 quarters since.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.