FP
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Foundry Partners’s Enterprise Financial Services Corp EFSC Stock Holding History

Foundry Partners’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
Q1 		$9.36M Buy
174,120
+2,977
+2% +$171K 0.5% 59
2024
Q4 		$9.65M Buy
171,143
+40,274
+31% +$2.25M 0.49% 65
2024
Q3 		$6.71M Buy
130,869
+124,181
+1,857% +$6.1M 0.33% 94
2024
Q2 		$274K Sell
6,688
-71
-1% -$2.76K 0.01% 279
2024
Q1 		$274K Buy
+6,759
New +$277K 0.01% 267

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Foundry Partners's EFSC Position: Q1 2025 in Review

Foundry Partners increased its Enterprise Financial Services Corp (EFSC) stake by 1.7% in Q1 2025, buying an estimated $171K and bringing the position to 174,120 shares worth $9.36M. The position accounts for 0.5% of the portfolio, ranked #59.

Foundry Partners first reported a position in EFSC in Q1 2024 and has held it in 5 quarters since. The position peaked at $9.65M in Q4 2024. 242 funds tracked by Wall St. Rank hold EFSC as of Q1 2025.

  • Foundry Partners held 174,120 shares of Enterprise Financial Services Corp worth $9.36M as of Q1 2025.
  • Foundry Partners bought 2,977 Enterprise Financial Services Corp shares in Q1 2025, an estimated $171K.
  • Enterprise Financial Services Corp made up 0.5% of Foundry Partners's portfolio in Q1 2025, its #59 holding.
  • Foundry Partners first reported a position in Enterprise Financial Services Corp in Q1 2024 and has held it in 5 quarters since.
  • Foundry Partners's Enterprise Financial Services Corp position peaked at $9.65M in Q4 2024.
  • 242 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.