Focus Partners Advisor Solutions’s Enterprise Financial Services Corp EFSC Stock Holding History

Focus Partners Advisor Solutions’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
2025 Q4	–	Sell	-7,001	Closed	-$401K	–	1143
2025 Q3	$401K	Buy	7,001 +712	+11%	+$41.4K	﹤0.01%	809
2025 Q2	$347K	Hold	6,289	–	–	﹤0.01%	796
2025 Q1	$338K	Buy	6,289 +554	+10%	+$31.9K	0.01%	718
2024 Q4	$323K	Sell	5,735 -443	-7%	-$24.8K	0.01%	586
2024 Q3	$317K	Buy	6,178 +30	+0.5%	+$1.47K	0.01%	557
2024 Q2	$252K	Buy	6,148 +470	+8%	+$18.3K	0.01%	540
2024 Q1	$230K	Buy	+5,678	New	+$233K	0.01%	539
2023 Q4	–	Sell	-5,604	Closed	-$210K	–	428
2023 Q3	$210K	Buy	+5,604	New	+$224K	0.01%	413

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focus Partners Advisor Solutions's EFSC Position: Q4 2025 in Review

Focus Partners Advisor Solutions sold out of Enterprise Financial Services Corp (EFSC) in Q4 2025, closing a stake of 7,001 shares — an estimated $401K sold.

Focus Partners Advisor Solutions first reported a position in EFSC in Q3 2023 and held it in 8 quarters. The position peaked at $401K in Q3 2025. 244 funds tracked by Wall St. Rank hold EFSC as of Q4 2025.

Focus Partners Advisor Solutions reported no remaining Enterprise Financial Services Corp position as of Q4 2025 after selling out during the quarter.
Focus Partners Advisor Solutions sold 7,001 Enterprise Financial Services Corp shares in Q4 2025, an estimated $401K.
Focus Partners Advisor Solutions first reported a position in Enterprise Financial Services Corp in Q3 2023 and held it in 8 quarters.
Focus Partners Advisor Solutions's Enterprise Financial Services Corp position peaked at $401K in Q3 2025.
244 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2025, filed 11 Feb 2026.