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

WFC

Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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. 34 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.
34 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.