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

Denali 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 		$8.9M Sell
135,100
-5,700
-4% -$343K 0.9% 18
2026
Q1 		$7.62M Hold
140,800
– – 0.85% 33
2025
Q4 		$7.6M Buy
140,800
+14,900
+12% +$818K 0.84% 23
2025
Q3 		$7.3M Buy
125,900
+3,976
+3% +$231K 0.82% 28
2025
Q2 		$6.72M Buy
121,924
+6,976
+6% +$364K 0.7% 36
2025
Q1 		$6.18M Sell
114,948
-7,044
-6% -$406K 0.7% 46
2024
Q4 		$6.88M Buy
121,992
+61,806
+103% +$3.46M 0.72% 29
2024
Q3 		$3.09M Buy
+60,186
New +$2.96M 0.33% 102
2023
Q2 		– Sell
-20,000
Closed -$892K – 490
2023
Q1 		$892K Buy
+20,000
New +$1.02M 0.37% 72
2020
Q4 		– Sell
-7,900
Closed -$215K – 399
2020
Q3 		$215K Buy
+7,900
New +$234K 0.04% 239
2016
Q1 		– Sell
-17
Closed – – 291
2015
Q4 		$0 Sell
17
-83
-83% -$2.33K ﹤0.01% 290
2015
Q3 		$3K Hold
100
– – ﹤0.01% 162
2015
Q2 		$2K Hold
100
– – ﹤0.01% 219
2015
Q1 		$2K Sell
100
-100
-50% -$2K ﹤0.01% 211
2014
Q4 		$4K Hold
200
– – ﹤0.01% 135
2014
Q3 		$3K Hold
200
– – ﹤0.01% 141
2014
Q2 		$4K Hold
200
– – ﹤0.01% 147
2014
Q1 		$4K Hold
200
– – ﹤0.01% 148
2013
Q4 		$4K Buy
+200
New +$3.71K ﹤0.01% 144

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

Denali Advisors's EFSC Position: Q2 2026 in Review

Denali Advisors reduced its Enterprise Financial Services Corp (EFSC) stake by 4% in Q2 2026, selling an estimated $343K and leaving 135,100 shares worth $8.9M. The position accounts for 0.9% of the portfolio, ranked #18.

Denali Advisors first reported a position in EFSC in Q4 2013 and has held it in 19 quarters since. 267 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Denali Advisors held 135,100 shares of Enterprise Financial Services Corp worth $8.9M as of Q2 2026.
  • Denali Advisors sold 5,700 Enterprise Financial Services Corp shares in Q2 2026, an estimated $343K.
  • Enterprise Financial Services Corp made up 0.9% of Denali Advisors's portfolio in Q2 2026, its #18 holding.
  • Denali Advisors first reported a position in Enterprise Financial Services Corp in Q4 2013 and has held it in 19 quarters since.
  • 267 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.