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Covestor’s Enterprise Financial Services Corp EFSC Stock Holding History

Covestor’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 		$1K Sell
11
-149
-93% -$8.96K ﹤0.01% 2125
2026
Q1 		$8K Buy
160
+5
+3% +$282 0.01% 1549
2025
Q4 		$9K Sell
155
-1
-0.6% -$55 ﹤0.01% 1621
2025
Q3 		$9K Sell
156
-59
-27% -$3.43K 0.01% 1649
2025
Q2 		$12K Buy
215
+197
+1,094% +$10.3K 0.01% 1465
2025
Q1 		$1K Sell
18
-13
-42% -$748 ﹤0.01% 1955
2024
Q4 		$2K Buy
31
+3
+11% +$168 ﹤0.01% 1865
2024
Q3 		$1K Sell
28
-4
-13% -$197 ﹤0.01% 1947
2024
Q2 		$1K Buy
32
+6
+23% +$233 ﹤0.01% 1978
2024
Q1 		$1K Buy
26
+23
+767% +$942 ﹤0.01% 1951
2023
Q4 		$0 Sell
3
-1
-25% -$39 ﹤0.01% 2258
2023
Q3 		$0 Hold
4
– – ﹤0.01% 2234
2023
Q2 		$0 Sell
4
-6
-60% -$248 ﹤0.01% 2244
2023
Q1 		$0 Buy
10
+3
+43% +$153 ﹤0.01% 2149
2022
Q4 		$0 Buy
7
+1
+17% +$50 ﹤0.01% 2179
2022
Q3 		$0 Hold
6
– – ﹤0.01% 2127
2022
Q2 		$0 Sell
6
-2
-25% -$89 ﹤0.01% 2022
2022
Q1 		$0 Sell
8
-26
-76% -$1.27K ﹤0.01% 2190
2021
Q4 		$2K Buy
+34
New +$1.62K ﹤0.01% 1532

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

Covestor's EFSC Position: Q2 2026 in Review

Covestor reduced its Enterprise Financial Services Corp (EFSC) stake by 93% in Q2 2026, selling an estimated $8.96K and leaving 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

Covestor first reported a position in EFSC in Q4 2021 and has held it in 19 quarters since. The position peaked at $12K in Q2 2025. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Covestor held 11 shares of Enterprise Financial Services Corp worth $1K as of Q2 2026.
  • Covestor sold 149 Enterprise Financial Services Corp shares in Q2 2026, an estimated $8.96K.
  • Enterprise Financial Services Corp made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2125 holding.
  • Covestor first reported a position in Enterprise Financial Services Corp in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Enterprise Financial Services Corp position peaked at $12K in Q2 2025.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.