Integrated Wealth Concepts’s Enterprise Financial Services Corp EFSC Stock Holding History

Integrated Wealth Concepts’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	$12.5K	Buy	+189	New	+$11.4K	﹤0.01%	4430

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

Integrated Wealth Concepts's EFSC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Enterprise Financial Services Corp (EFSC) in Q2 2026: 189 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #4430 among its holdings.

266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Integrated Wealth Concepts held 189 shares of Enterprise Financial Services Corp worth $12.5K as of Q2 2026.
Enterprise Financial Services Corp was a new Integrated Wealth Concepts position in Q2 2026.
Enterprise Financial Services Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4430 holding.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.