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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSM Advisors's EFSC Position: Q1 2026 in Review

CSM Advisors increased its Enterprise Financial Services Corp (EFSC) stake by 570% in Q1 2026, buying an estimated $3.65M and bringing the position to 76,007 shares worth $4.11M. The position accounts for 0.1% of the portfolio, ranked #233.

CSM Advisors first reported a position in EFSC in Q2 2025 and has held it in 4 quarters since. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • CSM Advisors held 76,007 shares of Enterprise Financial Services Corp worth $4.11M as of Q1 2026.
  • CSM Advisors bought 64,666 Enterprise Financial Services Corp shares in Q1 2026, an estimated $3.65M.
  • Enterprise Financial Services Corp made up 0.1% of CSM Advisors's portfolio in Q1 2026, its #233 holding.
  • CSM Advisors first reported a position in Enterprise Financial Services Corp in Q2 2025 and has held it in 4 quarters since.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.