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EJF Capital’s Enterprise Financial Services Corp EFSC Stock Holding History

EJF Capital’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
2025
Q1 		– Sell
-42,290
Closed -$2.39M – 81
2024
Q4 		$2.39M Sell
42,290
-15,180
-26% -$849K 1.64% 27
2024
Q3 		$2.95M Sell
57,470
-17,437
-23% -$857K 1.96% 16
2024
Q2 		$3.06M Buy
74,907
+16,102
+27% +$626K 2.27% 14
2024
Q1 		$2.39M Sell
58,805
-12,301
-17% -$504K 1.66% 25
2023
Q4 		$3.17M Sell
71,106
-8,822
-11% -$345K 1.66% 22
2023
Q3 		$3M Sell
79,928
-6,026
-7% -$240K 1.32% 19
2023
Q2 		$3.36M Sell
85,954
-45,669
-35% -$1.89M 1.53% 19
2023
Q1 		$5.87M Buy
131,623
+70,823
+116% +$3.62M 2.17% 6
2022
Q4 		$2.98M Buy
+60,800
New +$3.02M 0.92% 29
2021
Q2 		– Sell
-51,434
Closed -$2.54M – 356
2021
Q1 		$2.54M Buy
51,434
+4,297
+9% +$181K 0.18% 111
2020
Q4 		$1.65M Sell
47,137
-51,180
-52% -$1.67M 0.16% 122
2020
Q3 		$2.68M Buy
98,317
+41,600
+73% +$1.23M 0.22% 91
2020
Q2 		$1.76M Buy
+56,717
New +$1.65M 0.27% 80

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EJF Capital's EFSC Position: Q1 2025 in Review

EJF Capital sold out of Enterprise Financial Services Corp (EFSC) in Q1 2025, closing a stake of 42,290 shares — an estimated $2.39M sold.

EJF Capital first reported a position in EFSC in Q2 2020 and held it in 13 quarters. The position peaked at $5.87M in Q1 2023. 242 funds tracked by Wall St. Rank hold EFSC as of Q1 2025.

  • EJF Capital reported no remaining Enterprise Financial Services Corp position as of Q1 2025 after selling out during the quarter.
  • EJF Capital sold 42,290 Enterprise Financial Services Corp shares in Q1 2025, an estimated $2.39M.
  • EJF Capital first reported a position in Enterprise Financial Services Corp in Q2 2020 and held it in 13 quarters.
  • EJF Capital's Enterprise Financial Services Corp position peaked at $5.87M in Q1 2023.
  • 242 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2025.

Based on EJF Capital's 13F filing for Q1 2025, filed 15 May 2025.