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HFM Investment Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

HFM Investment Advisors’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 		$132 Buy
2
+1
+100% +$60 ﹤0.01% 1219
2026
Q1 		$54 Hold
1
– – ﹤0.01% 1169
2025
Q4 		$54 Hold
1
– – ﹤0.01% 1225
2025
Q3 		$58 Buy
+1
New +$58 ﹤0.01% 1207

Other funds holding EFSC

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

HFM Investment Advisors's EFSC Position: Q2 2026 in Review

HFM Investment Advisors increased its Enterprise Financial Services Corp (EFSC) stake by 100% in Q2 2026, buying an estimated $60 and bringing the position to 2 shares worth $132. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

HFM Investment Advisors first reported a position in EFSC in Q3 2025 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • HFM Investment Advisors held 2 shares of Enterprise Financial Services Corp worth $132 as of Q2 2026.
  • HFM Investment Advisors bought 1 Enterprise Financial Services Corp share in Q2 2026, an estimated $60.
  • Enterprise Financial Services Corp made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1219 holding.
  • HFM Investment Advisors first reported a position in Enterprise Financial Services Corp in Q3 2025 and has held it in 4 quarters since.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.