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 Q2	$364K	Sell	5,528 -1,388	-20%	-$83.5K	﹤0.01%	2157
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 $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

Focus Partners Wealth's EFSC Position: Q2 2026 in Review

Focus Partners Wealth reduced its Enterprise Financial Services Corp (EFSC) stake by 20% in Q2 2026, selling an estimated $83.5K and leaving 5,528 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

Focus Partners Wealth first reported a position in EFSC in Q3 2024 and has held it in 8 quarters since. The position peaked at $414K in Q3 2025. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Focus Partners Wealth held 5,528 shares of Enterprise Financial Services Corp worth $364K as of Q2 2026.
Focus Partners Wealth sold 1,388 Enterprise Financial Services Corp shares in Q2 2026, an estimated $83.5K.
Enterprise Financial Services Corp made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2157 holding.
Focus Partners Wealth first reported a position in Enterprise Financial Services Corp in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's Enterprise Financial Services Corp position peaked at $414K in Q3 2025.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.