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

IEQ 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
-6,193
Closed -$359K – 1897
2025
Q3 		$359K Buy
6,193
+685
+12% +$39.8K ﹤0.01% 1445
2025
Q2 		$303K Buy
5,508
+663
+14% +$34.6K ﹤0.01% 1386
2025
Q1 		$260K Buy
+4,845
New +$279K ﹤0.01% 1243

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IEQ Capital's EFSC Position: Q4 2025 in Review

IEQ Capital sold out of Enterprise Financial Services Corp (EFSC) in Q4 2025, closing a stake of 6,193 shares — an estimated $359K sold.

IEQ Capital first reported a position in EFSC in Q1 2025 and held it in 3 quarters. The position peaked at $359K in Q3 2025. 244 funds tracked by Wall St. Rank hold EFSC as of Q4 2025.

  • IEQ Capital reported no remaining Enterprise Financial Services Corp position as of Q4 2025 after selling out during the quarter.
  • IEQ Capital sold 6,193 Enterprise Financial Services Corp shares in Q4 2025, an estimated $359K.
  • IEQ Capital first reported a position in Enterprise Financial Services Corp in Q1 2025 and held it in 3 quarters.
  • IEQ Capital's Enterprise Financial Services Corp position peaked at $359K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2025.

Based on IEQ Capital's 13F filing for Q4 2025, filed 13 Feb 2026.