EFSCE
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Enterprise Financial Services Corp (EFSC)’s Carrier Global CARR Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$394K Hold
5,377
– – 0.16% 103
2026
Q1 		$303K Sell
5,377
-95
-2% -$5.62K 0.15% 111
2025
Q4 		$289K Buy
5,472
+33
+0.6% +$1.83K 0.15% 111
2025
Q3 		$325K Sell
5,439
-1,362
-20% -$92.5K 0.17% 99
2025
Q2 		$498K Buy
6,801
+129
+2% +$8.75K 0.27% 76
2025
Q1 		$423K Sell
6,672
-99
-1% -$6.58K 0.25% 82
2024
Q4 		$462K Buy
6,771
+98
+1% +$7.39K 0.26% 80
2024
Q3 		$537K Sell
6,673
-225
-3% -$15.7K 0.31% 72
2024
Q2 		$435K Sell
6,898
-154
-2% -$9.46K 0.27% 78
2024
Q1 		$410K Buy
7,052
+35
+0.5% +$1.97K 0.25% 87
2023
Q4 		$403K Sell
7,017
-228
-3% -$12.1K 0.25% 89
2023
Q3 		$400K Buy
7,245
+10
+0.1% +$550 0.28% 78
2023
Q2 		$360K Sell
7,235
-10
-0.1% -$440 0.23% 87
2023
Q1 		$331K Buy
7,245
+6
+0.1% +$269 0.22% 96
2022
Q4 		$299K Sell
7,239
-6
-0.1% -$243 0.21% 108
2022
Q3 		$258K Sell
7,245
-2,194
-23% -$86.4K 0.19% 111
2022
Q2 		$337K Buy
9,439
+48
+0.5% +$1.88K 0.07% 189
2022
Q1 		$431K Sell
9,391
-248
-3% -$11.7K 0.07% 183
2021
Q4 		$522K Sell
9,639
-800
-8% -$43.2K 0.08% 177
2021
Q3 		$541K Buy
10,439
+1,094
+12% +$58.9K 0.07% 181
2021
Q2 		$454K Buy
9,345
+29
+0.3% +$1.3K 0.07% 150
2021
Q1 		$393K Buy
9,316
+35
+0.4% +$1.36K 0.07% 151
2020
Q4 		$351K Sell
9,281
-22
-0.2% -$796 0.07% 153
2020
Q3 		$283K Hold
9,303
– – 0.06% 167
2020
Q2 		$206K Buy
+9,303
New +$173K 0.04% 201

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s CARR Position: Q2 2026 in Review

Enterprise Financial Services Corp (EFSC) held its Carrier Global (CARR) position steady in Q2 2026 at 5,377 shares worth $394K. The position accounts for 0.16% of the portfolio, ranked #103.

Enterprise Financial Services Corp (EFSC) first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $541K in Q3 2021. 1,651 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Enterprise Financial Services Corp (EFSC) held 5,377 shares of Carrier Global worth $394K as of Q2 2026.
  • Enterprise Financial Services Corp (EFSC) left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.16% of Enterprise Financial Services Corp (EFSC)'s portfolio in Q2 2026, its #103 holding.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Enterprise Financial Services Corp (EFSC)'s Carrier Global position peaked at $541K in Q3 2021.
  • 1,651 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2026, filed 4 Aug 2026.