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BFC Planning, Inc.’s Enterprise Financial Services Corp EFSC Stock Holding History

BFC Planning, Inc.’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 		$4.74K Hold
72
– – ﹤0.01% 2697
2026
Q1 		$3.9K Hold
72
– – ﹤0.01% 2398
2025
Q4 		$3.89K Hold
72
– – ﹤0.01% 2443
2025
Q3 		$4.18K Hold
72
– – ﹤0.01% 2258
2025
Q2 		$3.97K Hold
72
– – ﹤0.01% 2135
2025
Q1 		$3.87K Hold
72
– – ﹤0.01% 2108
2024
Q4 		$4.06K Buy
+72
New +$4.03K ﹤0.01% 2075

Other funds holding EFSC

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

BFC Planning, Inc.'s EFSC Position: Q2 2026 in Review

BFC Planning, Inc. held its Enterprise Financial Services Corp (EFSC) position steady in Q2 2026 at 72 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2697.

BFC Planning, Inc. first reported a position in EFSC in Q4 2024 and has held it in 7 quarters since. 268 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • BFC Planning, Inc. held 72 shares of Enterprise Financial Services Corp worth $4.74K as of Q2 2026.
  • BFC Planning, Inc. left its Enterprise Financial Services Corp share count unchanged in Q2 2026.
  • Enterprise Financial Services Corp made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2697 holding.
  • BFC Planning, Inc. first reported a position in Enterprise Financial Services Corp in Q4 2024 and has held it in 7 quarters since.
  • 268 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.