Fidelity Investments
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Fidelity Investments’s Enterprise Financial Services Corp EFSC Stock Holding History

Fidelity Investments’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
Q1 		$422K Buy
7,793
+328
+4% +$18.5K ﹤0.01% 3195
2025
Q4 		$403K Buy
7,465
+4,221
+130% +$232K ﹤0.01% 3158
2025
Q3 		$188K Buy
3,244
+54
+2% +$3.14K ﹤0.01% 3374
2025
Q2 		$176K Sell
3,190
-491
-13% -$25.6K ﹤0.01% 3361
2025
Q1 		$198K Buy
3,681
+883
+32% +$50.8K ﹤0.01% 3244
2024
Q4 		$158K Buy
2,798
+238
+9% +$13.3K ﹤0.01% 3367
2024
Q3 		$131K Buy
2,560
+653
+34% +$32.1K ﹤0.01% 3353
2024
Q2 		$78K Buy
1,907
+578
+43% +$22.5K ﹤0.01% 3407
2024
Q1 		$53.9K Sell
1,329
-35
-3% -$1.43K ﹤0.01% 3550
2023
Q4 		$60.9K Buy
1,364
+435
+47% +$17K ﹤0.01% 3435
2023
Q3 		$34.8K Sell
929
-409
-31% -$16.3K ﹤0.01% 3527
2023
Q2 		$52.3K Sell
1,338
-619
-32% -$25.6K ﹤0.01% 3412
2023
Q1 		$87.2K Buy
1,957
+524
+37% +$26.8K ﹤0.01% 3247
2022
Q4 		$70.1K Sell
1,433
-266
-16% -$13.2K ﹤0.01% 3328
2022
Q3 		$74K Buy
1,699
+390
+30% +$17.7K ﹤0.01% 3354
2022
Q2 		$54K Buy
1,309
+54
+4% +$2.4K ﹤0.01% 3536
2022
Q1 		$60K Buy
1,255
+1,229
+4,727% +$60.3K ﹤0.01% 3612
2021
Q4 		$1K Hold
26
– – ﹤0.01% 4123
2021
Q3 		$1K Hold
26
– – ﹤0.01% 4123
2021
Q2 		$1K Hold
26
– – ﹤0.01% 4020
2021
Q1 		$1K Hold
26
– – ﹤0.01% 3824
2020
Q4 		$1K Sell
26
-2
-7% -$65 ﹤0.01% 3675
2020
Q3 		$1K Sell
28
-36
-56% -$1.06K ﹤0.01% 3546
2020
Q2 		$2K Buy
64
+5
+8% +$145 ﹤0.01% 3363
2020
Q1 		$2K Hold
59
– – ﹤0.01% 3389
2019
Q4 		$3K Sell
59
-354
-86% -$15.7K ﹤0.01% 3496
2019
Q3 		$16K Hold
413
– – ﹤0.01% 3116
2019
Q2 		$17K Hold
413
– – ﹤0.01% 3113
2019
Q1 		$16K Sell
413
-13
-3% -$559 ﹤0.01% 3020
2018
Q4 		$16K Sell
426
-7
-2% -$312 ﹤0.01% 2931
2018
Q3 		$23K Buy
+433
New +$24.1K ﹤0.01% 2972

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments's EFSC Position: Q1 2026 in Review

Fidelity Investments increased its Enterprise Financial Services Corp (EFSC) stake by 4.4% in Q1 2026, buying an estimated $18.5K and bringing the position to 7,793 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #3195.

Fidelity Investments first reported a position in EFSC in Q3 2018 and has held it in 31 quarters since. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • Fidelity Investments held 7,793 shares of Enterprise Financial Services Corp worth $422K as of Q1 2026.
  • Fidelity Investments bought 328 Enterprise Financial Services Corp shares in Q1 2026, an estimated $18.5K.
  • Enterprise Financial Services Corp made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3195 holding.
  • Fidelity Investments first reported a position in Enterprise Financial Services Corp in Q3 2018 and has held it in 31 quarters since.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.