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EP Wealth Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

EP Wealth Advisors’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 		– Sell
-5,614
Closed -$304K – 1767
2026
Q1 		$304K Buy
5,614
+14
+0.3% +$789 ﹤0.01% 1161
2025
Q4 		$302K Buy
+5,600
New +$308K ﹤0.01% 1130
2025
Q2 		$302K Sell
5,477
-704
-11% -$36.7K ﹤0.01% 1012
2025
Q1 		$332K Buy
6,181
+5
+0.1% +$288 ﹤0.01% 864
2024
Q4 		$348K Hold
6,176
– – ﹤0.01% 814
2024
Q3 		$317K Buy
+6,176
New +$303K ﹤0.01% 834

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

EP Wealth Advisors's EFSC Position: Q2 2026 in Review

EP Wealth Advisors sold out of Enterprise Financial Services Corp (EFSC) in Q2 2026, closing a stake of 5,614 shares — an estimated $304K sold.

EP Wealth Advisors first reported a position in EFSC in Q3 2024 and held it in 6 quarters. The position peaked at $348K in Q4 2024. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • EP Wealth Advisors reported no remaining Enterprise Financial Services Corp position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 5,614 Enterprise Financial Services Corp shares in Q2 2026, an estimated $304K.
  • EP Wealth Advisors first reported a position in Enterprise Financial Services Corp in Q3 2024 and held it in 6 quarters.
  • EP Wealth Advisors's Enterprise Financial Services Corp position peaked at $348K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.