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Hemington Wealth Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Hemington Wealth Management’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
Q3 		$0 Hold
8
– – ﹤0.01% 1584
2025
Q2 		$0 Buy
8
+1
+14% +$52 ﹤0.01% 1563
2025
Q1 		$0 Buy
7
+3
+75% +$173 ﹤0.01% 1565
2024
Q4 		$0 Buy
4
+2
+100% +$112 ﹤0.01% 1606
2024
Q3 		$0 Buy
+2
New +$98 ﹤0.01% 1553

Other funds holding EFSC

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Wellington Management Group
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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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hemington Wealth Management's EFSC Position: Q3 2025 in Review

Hemington Wealth Management held its Enterprise Financial Services Corp (EFSC) position steady in Q3 2025 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Hemington Wealth Management first reported a position in EFSC in Q3 2024 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold EFSC as of Q3 2025.

  • Hemington Wealth Management held 8 shares of Enterprise Financial Services Corp worth $0 as of Q3 2025.
  • Hemington Wealth Management left its Enterprise Financial Services Corp share count unchanged in Q3 2025.
  • Enterprise Financial Services Corp made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1584 holding.
  • Hemington Wealth Management first reported a position in Enterprise Financial Services Corp in Q3 2024 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.