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

Dakota 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	$267K	Hold	4,048	–	–	0.01%	693
2026 Q1	$219K	Hold	4,048	–	–	﹤0.01%	725
2025 Q4	$219K	Hold	4,048	–	–	﹤0.01%	722
2025 Q3	$235K	Hold	4,048	–	–	﹤0.01%	594
2025 Q2	$223K	Hold	4,048	–	–	﹤0.01%	702
2025 Q1	$218K	Sell	4,048 -727	-15%	-$41.9K	0.01%	699
2024 Q4	$269K	Sell	4,775 -760	-14%	-$42.5K	0.01%	644
2024 Q3	$284K	Sell	5,535 -1,402	-20%	-$68.9K	0.01%	606
2024 Q2	$284K	Sell	6,937 -294	-4%	-$11.4K	0.01%	594
2024 Q1	$293K	Buy	7,231 +1,865	+35%	+$76.4K	0.01%	588
2023 Q4	$240K	Hold	5,366	–	–	0.01%	565
2023 Q3	$201K	Buy	+5,366	New	+$214K	0.01%	599
2023 Q1	–	Sell	-4,288	Closed	-$210K	–	624
2022 Q4	$210K	Sell	4,288 -459	-10%	-$22.8K	0.01%	538
2022 Q3	$209K	Buy	+4,747	New	+$216K	0.02%	494

Other funds holding EFSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dakota Wealth Management's EFSC Position: Q2 2026 in Review

Dakota Wealth Management held its Enterprise Financial Services Corp (EFSC) position steady in Q2 2026 at 4,048 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #693.

Dakota Wealth Management first reported a position in EFSC in Q3 2022 and has held it in 14 quarters since. The position peaked at $293K in Q1 2024. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Dakota Wealth Management held 4,048 shares of Enterprise Financial Services Corp worth $267K as of Q2 2026.
Dakota Wealth Management left its Enterprise Financial Services Corp share count unchanged in Q2 2026.
Enterprise Financial Services Corp made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #693 holding.
Dakota Wealth Management first reported a position in Enterprise Financial Services Corp in Q3 2022 and has held it in 14 quarters since.
Dakota Wealth Management's Enterprise Financial Services Corp position peaked at $293K in Q1 2024.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.