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

CSM 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
Q2 		$8.53M Buy
129,549
+53,542
+70% +$3.22M 0.18% 135
2026
Q1 		$4.11M Buy
76,007
+64,666
+570% +$3.65M 0.1% 233
2025
Q4 		$613K Buy
11,341
+3,140
+38% +$172K 0.02% 360
2025
Q3 		$474K Sell
8,201
-304
-4% -$17.7K 0.01% 373
2025
Q2 		$469K Buy
+8,505
New +$444K 0.01% 343

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 $3.38T AUM 44.17% 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

CSM Advisors's EFSC Position: Q2 2026 in Review

CSM Advisors increased its Enterprise Financial Services Corp (EFSC) stake by 70% in Q2 2026, buying an estimated $3.22M and bringing the position to 129,549 shares worth $8.53M. The position accounts for 0.18% of the portfolio, ranked #135.

CSM Advisors first reported a position in EFSC in Q2 2025 and has held it in 5 quarters since. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • CSM Advisors held 129,549 shares of Enterprise Financial Services Corp worth $8.53M as of Q2 2026.
  • CSM Advisors bought 53,542 Enterprise Financial Services Corp shares in Q2 2026, an estimated $3.22M.
  • Enterprise Financial Services Corp made up 0.18% of CSM Advisors's portfolio in Q2 2026, its #135 holding.
  • CSM Advisors first reported a position in Enterprise Financial Services Corp in Q2 2025 and has held it in 5 quarters since.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.