Henshaw Capital’s Enterprise Financial Services Corp EFSC Stock Holding History

Henshaw Capital’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 Q4	–	Sell	-8,292	Closed	-$481K	–	186
2025 Q3	$481K	Sell	8,292 -611	-7%	-$35.5K	0.02%	187
2025 Q2	$491K	Buy	8,903 +1,574	+21%	+$82.1K	0.02%	234
2025 Q1	$394K	Hold	7,329	–	–	0.02%	254
2024 Q4	$413K	Hold	7,329	–	–	0.02%	246
2024 Q3	$376K	Hold	7,329	–	–	0.02%	262
2024 Q2	$300K	Hold	7,329	–	–	0.01%	247
2024 Q1	$297K	Hold	7,329	–	–	0.01%	248
2023 Q4	$327K	Hold	7,329	–	–	0.02%	231
2023 Q3	$275K	Buy	+7,329	New	+$292K	0.02%	234
2023 Q2	–	Sell	-4,624	Closed	-$206K	–	262
2023 Q1	$206K	Hold	4,624	–	–	0.01%	240
2022 Q4	$226K	Hold	4,624	–	–	0.02%	212
2022 Q3	$204K	Buy	+4,624	New	+$210K	0.02%	279

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Henshaw Capital's EFSC Position: Q4 2025 in Review

Henshaw Capital sold out of Enterprise Financial Services Corp (EFSC) in Q4 2025, closing a stake of 8,292 shares — an estimated $481K sold.

Henshaw Capital first reported a position in EFSC in Q3 2022 and held it in 12 quarters. The position peaked at $491K in Q2 2025. 244 funds tracked by Wall St. Rank hold EFSC as of Q4 2025.

Henshaw Capital reported no remaining Enterprise Financial Services Corp position as of Q4 2025 after selling out during the quarter.
Henshaw Capital sold 8,292 Enterprise Financial Services Corp shares in Q4 2025, an estimated $481K.
Henshaw Capital first reported a position in Enterprise Financial Services Corp in Q3 2022 and held it in 12 quarters.
Henshaw Capital's Enterprise Financial Services Corp position peaked at $491K in Q2 2025.
244 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2025.

Based on Henshaw Capital's 13F filing for Q4 2025, filed 28 May 2026.