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Essential Partners’s Enterprise Financial Services Corp EFSC Stock Holding History

Essential Partners’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 		$2.57K Sell
39
-16
-29% -$962 ﹤0.01% 1872
2026
Q1 		$2.98K Sell
55
-9
-14% -$507 ﹤0.01% 1827
2025
Q4 		$3.46K Sell
64
-24
-27% -$1.32K ﹤0.01% 1584
2025
Q3 		$5.1K Buy
88
+81
+1,157% +$4.71K ﹤0.01% 1419
2025
Q2 		$386 Buy
+7
New +$365 ﹤0.01% 1768

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 $3.38T AUM 44.17% 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

Essential Partners's EFSC Position: Q2 2026 in Review

Essential Partners reduced its Enterprise Financial Services Corp (EFSC) stake by 29% in Q2 2026, selling an estimated $962 and leaving 39 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Essential Partners first reported a position in EFSC in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.1K in Q3 2025. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Essential Partners held 39 shares of Enterprise Financial Services Corp worth $2.57K as of Q2 2026.
  • Essential Partners sold 16 Enterprise Financial Services Corp shares in Q2 2026, an estimated $962.
  • Enterprise Financial Services Corp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1872 holding.
  • Essential Partners first reported a position in Enterprise Financial Services Corp in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Enterprise Financial Services Corp position peaked at $5.1K in Q3 2025.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.