Hillsdale Investment Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Hillsdale Investment 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 Q4	–	Sell	-101,700	Closed	-$5.9M	–	685
2025 Q3	$5.9M	Buy	101,700 +11,700	+13%	+$680K	0.18%	171
2025 Q2	$4.96M	Buy	+90,000	New	+$4.69M	0.18%	168
2023 Q2	–	Sell	-13,800	Closed	-$615K	–	581
2023 Q1	$615K	Sell	13,800 -83,400	-86%	-$4.26M	0.05%	269
2022 Q4	$4.76M	Buy	+97,200	New	+$4.83M	0.4%	82
2017 Q2	–	Sell	-29,200	Closed	-$1.24M	–	482
2017 Q1	$1.24M	Buy	29,200 +3,600	+14%	+$153K	0.25%	70
2016 Q4	$1.1M	Buy	25,600 +9,900	+63%	+$362K	0.23%	91
2016 Q3	$491K	Hold	15,700	–	–	0.13%	139
2016 Q2	$438K	Sell	15,700 -2,000	-11%	-$54.5K	0.13%	122
2016 Q1	$479K	Sell	17,700 -2,000	-10%	-$54.6K	0.16%	85
2015 Q4	$558K	Buy	19,700 +7,700	+64%	+$216K	0.21%	70
2015 Q3	$302K	Sell	12,000 -2,900	-19%	-$69.5K	0.1%	203
2015 Q2	$339K	Buy	14,900 +300	+2%	+$6.42K	0.1%	195
2015 Q1	$302K	Buy	+14,600	New	+$292K	0.08%	293
2013 Q4	–	Sell	-33,100	Closed	-$559K	–	547
2013 Q3	$559K	Buy	+33,100	New	+$575K	0.17%	86

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 $3.38T AUM 44.17% 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

Hillsdale Investment Management's EFSC Position: Q4 2025 in Review

Hillsdale Investment Management sold out of Enterprise Financial Services Corp (EFSC) in Q4 2025, closing a stake of 101,700 shares — an estimated $5.9M sold.

Hillsdale Investment Management first reported a position in EFSC in Q3 2013 and held it in 14 quarters. The position peaked at $5.9M in Q3 2025. 244 funds tracked by Wall St. Rank hold EFSC as of Q4 2025.

Hillsdale Investment Management reported no remaining Enterprise Financial Services Corp position as of Q4 2025 after selling out during the quarter.
Hillsdale Investment Management sold 101,700 Enterprise Financial Services Corp shares in Q4 2025, an estimated $5.9M.
Hillsdale Investment Management first reported a position in Enterprise Financial Services Corp in Q3 2013 and held it in 14 quarters.
Hillsdale Investment Management's Enterprise Financial Services Corp position peaked at $5.9M in Q3 2025.
244 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2025.

Based on Hillsdale Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.