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

Focus Partners Wealth’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	$374K	Buy	6,916 +200	+3%	+$11.3K	﹤0.01%	2072
2025 Q4	$363K	Sell	6,716 -303	-4%	-$16.6K	﹤0.01%	2121
2025 Q3	$414K	Buy	7,019 +1,596	+29%	+$92.8K	﹤0.01%	1685
2025 Q2	$299K	Buy	5,423 +25	+0.5%	+$1.3K	﹤0.01%	1681
2025 Q1	$290K	Buy	5,398 +1,082	+25%	+$62.3K	﹤0.01%	1588
2024 Q4	$243K	Hold	4,316	–	–	﹤0.01%	1647
2024 Q3	$221K	Buy	+4,316	New	+$212K	﹤0.01%	1427

Other funds holding EFSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focus Partners Wealth's EFSC Position: Q1 2026 in Review

Focus Partners Wealth increased its Enterprise Financial Services Corp (EFSC) stake by 3% in Q1 2026, buying an estimated $11.3K and bringing the position to 6,916 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

Focus Partners Wealth first reported a position in EFSC in Q3 2024 and has held it in 7 quarters since. The position peaked at $414K in Q3 2025. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

Focus Partners Wealth held 6,916 shares of Enterprise Financial Services Corp worth $374K as of Q1 2026.
Focus Partners Wealth bought 200 Enterprise Financial Services Corp shares in Q1 2026, an estimated $11.3K.
Enterprise Financial Services Corp made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2072 holding.
Focus Partners Wealth first reported a position in Enterprise Financial Services Corp in Q3 2024 and has held it in 7 quarters since.
Focus Partners Wealth's Enterprise Financial Services Corp position peaked at $414K in Q3 2025.
262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.