First Foundation Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

First Foundation 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	$387K	Hold	5,870	–	–	0.01%	271
2026 Q1	$318K	Hold	5,870	–	–	0.01%	288
2025 Q4	$317K	Hold	5,870	–	–	0.01%	277
2025 Q3	$340K	Hold	5,870	–	–	0.01%	266
2025 Q2	$323K	Hold	5,870	–	–	0.01%	283
2025 Q1	$315K	Hold	5,870	–	–	0.01%	266
2024 Q4	$331K	Hold	5,870	–	–	0.01%	271
2024 Q3	$301K	Sell	5,870 -2,900	-33%	-$142K	0.01%	286
2024 Q2	$359K	Hold	8,770	–	–	0.01%	260
2024 Q1	$356K	Hold	8,770	–	–	0.01%	268
2023 Q4	$392K	Hold	8,770	–	–	0.02%	251
2023 Q3	$329K	Buy	8,770 +40	+0.5%	+$1.6K	0.02%	304
2023 Q2	$341K	Hold	8,730	–	–	0.01%	293
2023 Q1	$389K	Hold	8,730	–	–	0.02%	265
2022 Q4	$427K	Hold	8,730	–	–	0.02%	268
2022 Q3	$384K	Hold	8,730	–	–	0.02%	259
2022 Q2	$362K	Hold	8,730	–	–	0.02%	283
2022 Q1	$413K	Hold	8,730	–	–	0.01%	284
2021 Q4	$411K	Buy	+8,730	New	+$417K	0.01%	300

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

First Foundation Advisors's EFSC Position: Q2 2026 in Review

First Foundation Advisors held its Enterprise Financial Services Corp (EFSC) position steady in Q2 2026 at 5,870 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #271.

First Foundation Advisors first reported a position in EFSC in Q4 2021 and has held it in 19 quarters since. The position peaked at $427K in Q4 2022. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

First Foundation Advisors held 5,870 shares of Enterprise Financial Services Corp worth $387K as of Q2 2026.
First Foundation Advisors left its Enterprise Financial Services Corp share count unchanged in Q2 2026.
Enterprise Financial Services Corp made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #271 holding.
First Foundation Advisors first reported a position in Enterprise Financial Services Corp in Q4 2021 and has held it in 19 quarters since.
First Foundation Advisors's Enterprise Financial Services Corp position peaked at $427K in Q4 2022.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.