HSBC Holdings
EFSC icon

HSBC Holdings’s Enterprise Financial Services Corp EFSC Stock Holding History

HSBC Holdings’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 		– Sell
-11,589
Closed -$642K – 2806
2025
Q2 		$642K Sell
11,589
-1,693
-13% -$88.3K ﹤0.01% 2022
2025
Q1 		$717K Sell
13,282
-1,435
-10% -$82.6K ﹤0.01% 1909
2024
Q4 		$831K Buy
14,717
+3,191
+28% +$179K ﹤0.01% 1900
2024
Q3 		$594K Buy
11,526
+353
+3% +$17.3K ﹤0.01% 1922
2024
Q2 		$451K Sell
11,173
-1,280
-10% -$49.7K ﹤0.01% 2031
2024
Q1 		$505K Buy
12,453
+1,957
+19% +$80.2K ﹤0.01% 2085
2023
Q4 		$471K Sell
10,496
-7,956
-43% -$311K ﹤0.01% 2072
2023
Q3 		$692K Sell
18,452
-1,051
-5% -$41.9K ﹤0.01% 1859
2023
Q2 		$768K Buy
19,503
+1,493
+8% +$61.7K ﹤0.01% 1821
2023
Q1 		$796K Buy
18,010
+7,379
+69% +$377K ﹤0.01% 1873
2022
Q4 		$523K Buy
+10,631
New +$528K ﹤0.01% 2269
2018
Q2 		– Sell
-5,622
Closed -$264K – 2595
2018
Q1 		$264K Buy
+5,622
New +$268K ﹤0.01% 2245

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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