EFSCE
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Enterprise Financial Services Corp (EFSC)’s S&P Global SPGI Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$212K Sell
499
-12
-2% -$5.57K 0.11% 147
2025
Q4 		$267K Sell
511
-25
-5% -$12.4K 0.14% 119
2025
Q3 		$261K Buy
536
+7
+1% +$3.75K 0.13% 115
2025
Q2 		$279K Buy
529
+13
+3% +$6.49K 0.15% 123
2025
Q1 		$262K Buy
516
+10
+2% +$5.11K 0.16% 119
2024
Q4 		$252K Buy
+506
New +$257K 0.14% 124
2024
Q3 		– Sell
-450
Closed -$201K – 158
2024
Q2 		$201K Buy
+450
New +$193K 0.12% 150
2021
Q3 		– Sell
-191
Closed -$79K – 1089
2021
Q2 		$79K Hold
191
– – 0.01% 313
2021
Q1 		$67K Buy
191
+13
+7% +$4.33K 0.01% 348
2020
Q4 		$59K Sell
178
-25
-12% -$8.43K 0.01% 356
2020
Q3 		$74K Hold
203
– – 0.02% 326
2020
Q2 		$67K Buy
203
+8
+4% +$2.41K 0.01% 333
2020
Q1 		$48K Buy
195
+66
+51% +$18.1K 0.01% 357
2019
Q4 		$35K Hold
129
– – 0.01% 479
2019
Q3 		$32K Hold
129
– – 0.01% 470
2019
Q2 		$29K Buy
129
+4
+3% +$874 0.01% 507
2019
Q1 		$26K Buy
125
+22
+21% +$4.26K 0.01% 522
2018
Q4 		$18K Sell
103
-25
-20% -$4.48K 0.01% 413
2018
Q3 		$25K Hold
128
– – 0.01% 398
2018
Q2 		$26K Hold
128
– – 0.01% 406
2018
Q1 		$24K Buy
128
+25
+24% +$4.61K 0.01% 431
2017
Q4 		$17K Hold
103
– – 0.01% 485
2017
Q3 		$16K Hold
103
– – 0.01% 487
2017
Q2 		$15K Sell
103
-98
-49% -$13.6K 0.01% 514
2017
Q1 		$26K Hold
201
– – 0.01% 408
2016
Q4 		$22K Hold
201
– – 0.01% 431
2016
Q3 		$25K Hold
201
– – 0.01% 376
2016
Q2 		$22K Buy
+201
New +$21.6K 0.01% 376

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s SPGI Position: Q1 2026 in Review

Enterprise Financial Services Corp (EFSC) reduced its S&P Global (SPGI) stake by 2.3% in Q1 2026, selling an estimated $5.57K and leaving 499 shares worth $212K. The position accounts for 0.11% of the portfolio, ranked #147.

Enterprise Financial Services Corp (EFSC) first reported a position in SPGI in Q2 2016 and has held it in 28 quarters since. The position peaked at $279K in Q2 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Enterprise Financial Services Corp (EFSC) held 499 shares of S&P Global worth $212K as of Q1 2026.
  • Enterprise Financial Services Corp (EFSC) sold 12 S&P Global shares in Q1 2026, an estimated $5.57K.
  • S&P Global made up 0.11% of Enterprise Financial Services Corp (EFSC)'s portfolio in Q1 2026, its #147 holding.
  • Enterprise Financial Services Corp (EFSC) first reported a position in S&P Global in Q2 2016 and has held it in 28 quarters since.
  • Enterprise Financial Services Corp (EFSC)'s S&P Global position peaked at $279K in Q2 2025.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2026, filed 5 May 2026.