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 $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jackson Creek Investment Advisors's EFSC Position: Q3 2025 in Review

Jackson Creek Investment Advisors sold out of Enterprise Financial Services Corp (EFSC) in Q3 2025, closing a stake of 30,602 shares — an estimated $1.69M sold.

Jackson Creek Investment Advisors first reported a position in EFSC in Q4 2021 and held it in 9 quarters. The position peaked at $1.69M in Q2 2025. 245 funds tracked by Wall St. Rank hold EFSC as of Q3 2025.

Jackson Creek Investment Advisors reported no remaining Enterprise Financial Services Corp position as of Q3 2025 after selling out during the quarter.
Jackson Creek Investment Advisors sold 30,602 Enterprise Financial Services Corp shares in Q3 2025, an estimated $1.69M.
Jackson Creek Investment Advisors first reported a position in Enterprise Financial Services Corp in Q4 2021 and held it in 9 quarters.
Jackson Creek Investment Advisors's Enterprise Financial Services Corp position peaked at $1.69M in Q2 2025.
245 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.