Fiduciary Advisors Inc’s Enterprise Financial Services Corp EFSC Stock Holding History

Fiduciary Advisors Inc’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	$19.9K	Buy	303 +2	+0.7%	+$120	0.01%	78
2026 Q1	$16.3K	Buy	301 +2	+0.7%	+$113	0.01%	82
2025 Q4	$16.2K	Buy	299 +1	+0.3%	+$55	0.01%	81
2025 Q3	$17.3K	Sell	298 -136	-31%	-$7.91K	0.01%	71
2025 Q2	$23.9K	Buy	434 +2	+0.5%	+$104	0.02%	67
2025 Q1	$23.2K	Buy	432 +2	+0.5%	+$115	0.02%	65
2024 Q4	$24.2K	Buy	+430	New	+$24.1K	0.02%	67

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 $3.38T AUM 44.17% 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

Fiduciary Advisors Inc's EFSC Position: Q2 2026 in Review

Fiduciary Advisors Inc increased its Enterprise Financial Services Corp (EFSC) stake by 0.66% in Q2 2026, buying an estimated $120 and bringing the position to 303 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #78.

Fiduciary Advisors Inc first reported a position in EFSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.2K in Q4 2024. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Fiduciary Advisors Inc held 303 shares of Enterprise Financial Services Corp worth $19.9K as of Q2 2026.
Fiduciary Advisors Inc bought 2 Enterprise Financial Services Corp shares in Q2 2026, an estimated $120.
Enterprise Financial Services Corp made up 0.01% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #78 holding.
Fiduciary Advisors Inc first reported a position in Enterprise Financial Services Corp in Q4 2024 and has held it in 7 quarters since.
Fiduciary Advisors Inc's Enterprise Financial Services Corp position peaked at $24.2K in Q4 2024.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

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