EF
EFSC icon

Empowered Funds’s Enterprise Financial Services Corp EFSC Stock Holding History

Empowered Funds’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 		$10.8M Buy
163,572
+6,560
+4% +$394K 0.06% 385
2026
Q1 		$8.5M Buy
+157,012
New +$8.85M 0.05% 440
2025
Q4 		– Sell
-141,601
Closed -$8.21M – 1259
2025
Q3 		$8.21M Buy
141,601
+15,787
+13% +$918K 0.08% 303
2025
Q2 		$6.93M Buy
125,814
+2,490
+2% +$130K 0.08% 338
2025
Q1 		$6.63M Buy
123,324
+42
+0% +$2.42K 0.09% 298
2024
Q4 		$6.95M Buy
123,282
+5,954
+5% +$333K 0.1% 276
2024
Q3 		$6.01M Buy
117,328
+20,398
+21% +$1M 0.09% 303
2024
Q2 		$3.97M Sell
96,930
-7,523
-7% -$292K 0.07% 391
2024
Q1 		$4.24M Buy
104,453
+7,875
+8% +$323K 0.08% 364
2023
Q4 		$4.31M Buy
96,578
+8,640
+10% +$338K 0.11% 275
2023
Q3 		$3.3M Buy
+87,938
New +$3.51M 0.1% 281

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

Empowered Funds's EFSC Position: Q2 2026 in Review

Empowered Funds increased its Enterprise Financial Services Corp (EFSC) stake by 4.2% in Q2 2026, buying an estimated $394K and bringing the position to 163,572 shares worth $10.8M. The position accounts for 0.06% of the portfolio, ranked #385.

Empowered Funds first reported a position in EFSC in Q3 2023 and has held it in 11 quarters since. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Empowered Funds held 163,572 shares of Enterprise Financial Services Corp worth $10.8M as of Q2 2026.
  • Empowered Funds bought 6,560 Enterprise Financial Services Corp shares in Q2 2026, an estimated $394K.
  • Enterprise Financial Services Corp made up 0.06% of Empowered Funds's portfolio in Q2 2026, its #385 holding.
  • Empowered Funds first reported a position in Enterprise Financial Services Corp in Q3 2023 and has held it in 11 quarters since.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.