Emerald Advisers’s Enterprise Financial Services Corp EFSC Stock Holding History

Emerald Advisers’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	$34.9K	Hold	530	–	–	﹤0.01%	233
2026 Q1	$28.7K	Hold	530	–	–	﹤0.01%	243
2025 Q4	$28.6K	Hold	530	–	–	﹤0.01%	240
2025 Q3	$30.7K	Hold	530	–	–	﹤0.01%	247
2025 Q2	$29.2K	Hold	530	–	–	﹤0.01%	242
2025 Q1	$28.5K	Hold	530	–	–	﹤0.01%	236
2024 Q4	$29.9K	Hold	530	–	–	﹤0.01%	245
2024 Q3	$27.2K	Hold	530	–	–	﹤0.01%	238
2024 Q2	$21.7K	Sell	530 -1,253	-70%	-$48.7K	﹤0.01%	240
2024 Q1	$72.3K	Hold	1,783	–	–	﹤0.01%	228
2023 Q4	$79.6K	Hold	1,783	–	–	﹤0.01%	226
2023 Q3	$66.9K	Buy	+1,783	New	+$71.1K	﹤0.01%	214
2023 Q1	–	Sell	-975	Closed	-$47.7K	–	230
2022 Q4	$47.7K	Sell	975 -14,810	-94%	-$736K	﹤0.01%	219
2022 Q3	$695K	Hold	15,785	–	–	0.04%	154
2022 Q2	$655K	Hold	15,785	–	–	0.03%	164
2022 Q1	$747K	Buy	15,785 +10,855	+220%	+$532K	0.03%	168
2021 Q4	$232K	Sell	4,930 -550	-10%	-$26.2K	0.01%	227
2021 Q3	$248K	Hold	5,480	–	–	0.01%	221
2021 Q2	$254K	Hold	5,480	–	–	0.01%	225
2021 Q1	$271K	Buy	+5,480	New	+$231K	0.01%	224

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

Emerald Advisers's EFSC Position: Q2 2026 in Review

Emerald Advisers held its Enterprise Financial Services Corp (EFSC) position steady in Q2 2026 at 530 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Emerald Advisers first reported a position in EFSC in Q1 2021 and has held it in 20 quarters since. The position peaked at $747K in Q1 2022. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Emerald Advisers held 530 shares of Enterprise Financial Services Corp worth $34.9K as of Q2 2026.
Emerald Advisers left its Enterprise Financial Services Corp share count unchanged in Q2 2026.
Enterprise Financial Services Corp made up ﹤0.01% of Emerald Advisers's portfolio in Q2 2026, its #233 holding.
Emerald Advisers first reported a position in Enterprise Financial Services Corp in Q1 2021 and has held it in 20 quarters since.
Emerald Advisers's Enterprise Financial Services Corp position peaked at $747K in Q1 2022.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Emerald Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.