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

EverSource 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	$14.6K	Sell	221 -254	-53%	-$15.3K	﹤0.01%	2667
2026 Q1	$25.7K	Buy	475 +5	+1%	+$282	﹤0.01%	2353
2025 Q4	$25.4K	Sell	470 -305	-39%	-$16.8K	﹤0.01%	2227
2025 Q3	$44.9K	Buy	775 +137	+21%	+$7.97K	﹤0.01%	1784
2025 Q2	$35.2K	Buy	638 +576	+929%	+$30K	﹤0.01%	1864
2025 Q1	$3.33K	Buy	62 +32	+107%	+$1.84K	﹤0.01%	2687
2024 Q4	$1.69K	Buy	30 +17	+131%	+$951	﹤0.01%	2778
2024 Q3	$666	Hold	13	–	–	﹤0.01%	2802
2024 Q2	$687	Buy	+13	New	+$505	﹤0.01%	2813

Other funds holding EFSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Enterprise Financial Services Corp (EFSC) stake by 53% in Q2 2026, selling an estimated $15.3K and leaving 221 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2667.

EverSource Wealth Advisors first reported a position in EFSC in Q2 2024 and has held it in 9 quarters since. The position peaked at $44.9K in Q3 2025. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

EverSource Wealth Advisors held 221 shares of Enterprise Financial Services Corp worth $14.6K as of Q2 2026.
EverSource Wealth Advisors sold 254 Enterprise Financial Services Corp shares in Q2 2026, an estimated $15.3K.
Enterprise Financial Services Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2667 holding.
EverSource Wealth Advisors first reported a position in Enterprise Financial Services Corp in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's Enterprise Financial Services Corp position peaked at $44.9K in Q3 2025.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.