Jackson Creek Investment Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

Jackson Creek Investment 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
2025 Q3	–	Sell	-30,602	Closed	-$1.69M	–	296
2025 Q2	$1.69M	Buy	30,602 +4,057	+15%	+$212K	0.45%	93
2025 Q1	$1.43M	Buy	+26,545	New	+$1.53M	0.45%	92
2024 Q4	–	Sell	-28,662	Closed	-$1.47M	–	311
2024 Q3	$1.47M	Buy	+28,662	New	+$1.41M	0.44%	124
2023 Q2	–	Sell	-20,954	Closed	-$934K	–	325
2023 Q1	$934K	Sell	20,954 -6	-0%	-$307	0.39%	85
2022 Q4	$1.03M	Sell	20,960 -945	-4%	-$46.9K	0.46%	40
2022 Q3	$965K	Sell	21,905 -1,134	-5%	-$51.6K	0.45%	49
2022 Q2	$1.08M	Sell	23,039 -1,885	-8%	-$84K	0.44%	51
2022 Q1	$1.18M	Buy	24,924 +1,475	+6%	+$72.4K	0.43%	72
2021 Q4	$1.1M	Buy	+23,449	New	+$1.12M	0.39%	110

Other funds holding EFSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return