IFP Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

IFP 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	$7.18K	Buy	109 +28	+35%	+$1.68K	﹤0.01%	3578
2026 Q1	$4.38K	Hold	81	–	–	﹤0.01%	3602
2025 Q4	$4.37K	Sell	81 -4	-5%	-$220	﹤0.01%	3481
2025 Q3	$4.93K	Buy	85 +79	+1,317%	+$4.59K	﹤0.01%	3257
2025 Q2	$8.71K	Sell	6 -52	-90%	-$2.71K	﹤0.01%	3002
2025 Q1	$3.12K	Buy	58 +52	+867%	+$2.99K	﹤0.01%	3000
2024 Q4	$338	Buy	+6	New	+$336	﹤0.01%	3528
2023 Q2	–	Sell	-200	Closed	-$11K	–	3480
2023 Q1	$11K	Buy	+200	New	+$10.2K	﹤0.01%	2246

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

IFP Advisors's EFSC Position: Q2 2026 in Review

IFP Advisors increased its Enterprise Financial Services Corp (EFSC) stake by 35% in Q2 2026, buying an estimated $1.68K and bringing the position to 109 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #3578.

IFP Advisors first reported a position in EFSC in Q1 2023 and has held it in 8 quarters since. The position peaked at $11K in Q1 2023. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

IFP Advisors held 109 shares of Enterprise Financial Services Corp worth $7.18K as of Q2 2026.
IFP Advisors bought 28 Enterprise Financial Services Corp shares in Q2 2026, an estimated $1.68K.
Enterprise Financial Services Corp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3578 holding.
IFP Advisors first reported a position in Enterprise Financial Services Corp in Q1 2023 and has held it in 8 quarters since.
IFP Advisors's Enterprise Financial Services Corp position peaked at $11K in Q1 2023.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.