Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Enterprise Financial Services Corp EFSC Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	–	Sell	-9,516	Closed	-$515K	–	1514
2026 Q1	$515K	Sell	9,516 -30,359	-76%	-$1.71M	﹤0.01%	1237
2025 Q4	$2.15M	Buy	+39,875	New	+$2.19M	﹤0.01%	891
2023 Q3	–	Sell	-38,500	Closed	-$1.51M	–	1078
2023 Q2	$1.51M	Buy	+38,500	New	+$1.59M	0.01%	639
2020 Q4	–	Sell	-2,534	Closed	-$69K	–	1512
2020 Q3	$69K	Buy	+2,534	New	+$75K	﹤0.01%	856
2020 Q1	–	Sell	-30,800	Closed	-$1.49M	–	895
2019 Q4	$1.49M	Buy	+30,800	New	+$1.37M	0.01%	618

Other funds holding EFSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

VCM

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

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

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's EFSC Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Enterprise Financial Services Corp (EFSC) in Q2 2026, closing a stake of 9,516 shares — an estimated $515K sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in EFSC in Q4 2019 and held it in 5 quarters. The position peaked at $2.15M in Q4 2025. 185 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Enterprise Financial Services Corp position as of Q2 2026 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 9,516 Enterprise Financial Services Corp shares in Q2 2026, an estimated $515K.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Enterprise Financial Services Corp in Q4 2019 and held it in 5 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Enterprise Financial Services Corp position peaked at $2.15M in Q4 2025.
185 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.