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Integrated Investment Consultants’s Enterprise Financial Services Corp EFSC Stock Holding History

Integrated Investment Consultants’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 		$303K Sell
4,592
-23
-0.5% -$1.38K 0.06% 202
2026
Q1 		$250K Sell
4,615
-63
-1% -$3.55K 0.05% 224
2025
Q4 		$253K Sell
4,678
-1
-0% -$55 0.05% 231
2025
Q3 		$271K Hold
4,679
– – 0.05% 262
2025
Q2 		$258K Sell
4,679
-3,902
-45% -$204K 0.05% 267
2025
Q1 		$461K Sell
8,581
-31
-0.4% -$1.78K 0.09% 161
2024
Q4 		$486K Buy
8,612
+15
+0.2% +$839 0.1% 158
2024
Q3 		$441K Sell
8,597
-346
-4% -$17K 0.1% 165
2024
Q2 		$363K Hold
8,943
– – 0.1% 176
2024
Q1 		$363K Sell
8,943
-502
-5% -$20.6K 0.1% 176
2023
Q4 		$422K Buy
9,445
+30
+0.3% +$1.17K 0.13% 139
2023
Q3 		$353K Buy
9,415
+175
+2% +$6.98K 0.13% 145
2023
Q2 		$361K Hold
9,240
– – 0.11% 157
2023
Q1 		$412K Buy
9,240
+1,637
+22% +$83.7K 0.13% 140
2022
Q4 		$372K Sell
7,603
-38
-0.5% -$1.89K 0.13% 134
2022
Q3 		$337K Hold
7,641
– – 0.13% 128
2022
Q2 		$317K Sell
7,641
-193
-2% -$8.6K 0.11% 151
2022
Q1 		$371K Buy
7,834
+188
+2% +$9.22K 0.1% 183
2021
Q4 		$360K Sell
7,646
-8
-0.1% -$382 0.1% 202
2021
Q3 		$347K Buy
7,654
+82
+1% +$3.67K 0.1% 187
2021
Q2 		$351K Buy
7,572
+311
+4% +$15.2K 0.1% 190
2021
Q1 		$359K Buy
+7,261
New +$306K 0.12% 162
2018
Q2 		– Sell
-2,169
Closed -$102K – 313
2018
Q1 		$102K Buy
+2,169
New +$104K 0.04% 325

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 $3.38T AUM 44.17% 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

Integrated Investment Consultants's EFSC Position: Q2 2026 in Review

Integrated Investment Consultants reduced its Enterprise Financial Services Corp (EFSC) stake by 0.5% in Q2 2026, selling an estimated $1.38K and leaving 4,592 shares worth $303K. The position accounts for 0.06% of the portfolio, ranked #202.

Integrated Investment Consultants first reported a position in EFSC in Q1 2018 and has held it in 23 quarters since. The position peaked at $486K in Q4 2024. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Integrated Investment Consultants held 4,592 shares of Enterprise Financial Services Corp worth $303K as of Q2 2026.
  • Integrated Investment Consultants sold 23 Enterprise Financial Services Corp shares in Q2 2026, an estimated $1.38K.
  • Enterprise Financial Services Corp made up 0.06% of Integrated Investment Consultants's portfolio in Q2 2026, its #202 holding.
  • Integrated Investment Consultants first reported a position in Enterprise Financial Services Corp in Q1 2018 and has held it in 23 quarters since.
  • Integrated Investment Consultants's Enterprise Financial Services Corp position peaked at $486K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.