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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Denali Advisors's EFSC Position: Q1 2026 in Review

Denali Advisors held its Enterprise Financial Services Corp (EFSC) position steady in Q1 2026 at 140,800 shares worth $7.62M. The position accounts for 0.85% of the portfolio, ranked #33.

Denali Advisors first reported a position in EFSC in Q4 2013 and has held it in 18 quarters since. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

Denali Advisors held 140,800 shares of Enterprise Financial Services Corp worth $7.62M as of Q1 2026.
Denali Advisors left its Enterprise Financial Services Corp share count unchanged in Q1 2026.
Enterprise Financial Services Corp made up 0.85% of Denali Advisors's portfolio in Q1 2026, its #33 holding.
Denali Advisors first reported a position in Enterprise Financial Services Corp in Q4 2013 and has held it in 18 quarters since.
262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.