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InceptionR’s Enterprise Financial Services Corp EFSC Stock Holding History

InceptionR’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 		$1.04M Buy
15,744
+6,721
+74% +$404K 0.25% 117
2026
Q1 		$488K Buy
+9,023
New +$509K 0.12% 316
2025
Q2 		– Sell
-7,931
Closed -$426K – 701
2025
Q1 		$426K Buy
+7,931
New +$457K 0.13% 312
2024
Q3 		– Sell
-5,952
Closed -$243K – 695
2024
Q2 		$243K Buy
+5,952
New +$231K 0.07% 460

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 $3.37T AUM 44.26% 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

InceptionR's EFSC Position: Q2 2026 in Review

InceptionR increased its Enterprise Financial Services Corp (EFSC) stake by 74% in Q2 2026, buying an estimated $404K and bringing the position to 15,744 shares worth $1.04M. The position accounts for 0.25% of the portfolio, ranked #117.

InceptionR first reported a position in EFSC in Q2 2024 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • InceptionR held 15,744 shares of Enterprise Financial Services Corp worth $1.04M as of Q2 2026.
  • InceptionR bought 6,721 Enterprise Financial Services Corp shares in Q2 2026, an estimated $404K.
  • Enterprise Financial Services Corp made up 0.25% of InceptionR's portfolio in Q2 2026, its #117 holding.
  • InceptionR first reported a position in Enterprise Financial Services Corp in Q2 2024 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 InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.