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

Emerald Investment 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 		$5.92M Buy
89,897
+3,487
+4% +$210K 0.39% 84
2026
Q1 		$4.68M Buy
+86,410
New +$4.87M 0.42% 81

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

Emerald Investment Advisers's EFSC Position: Q2 2026 in Review

Emerald Investment Advisers increased its Enterprise Financial Services Corp (EFSC) stake by 4% in Q2 2026, buying an estimated $210K and bringing the position to 89,897 shares worth $5.92M. The position accounts for 0.39% of the portfolio, ranked #84.

Emerald Investment Advisers first reported a position in EFSC in Q1 2026 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Emerald Investment Advisers held 89,897 shares of Enterprise Financial Services Corp worth $5.92M as of Q2 2026.
  • Emerald Investment Advisers bought 3,487 Enterprise Financial Services Corp shares in Q2 2026, an estimated $210K.
  • Enterprise Financial Services Corp made up 0.39% of Emerald Investment Advisers's portfolio in Q2 2026, its #84 holding.
  • Emerald Investment Advisers first reported a position in Enterprise Financial Services Corp in Q1 2026 and has held it in 2 quarters since.
  • 265 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Emerald Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.