Jacobs Levy Equity Management
EFSC icon

Jacobs Levy Equity Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Jacobs Levy Equity Management’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
Q1 		$1.22M Buy
22,460
+2,745
+14% +$155K 0.01% 678
2025
Q4 		$1.06M Sell
19,715
-645
-3% -$35.4K ﹤0.01% 669
2025
Q3 		$1.18M Sell
20,360
-18,579
-48% -$1.08M ﹤0.01% 684
2025
Q2 		$2.15M Hold
38,939
– – 0.01% 601
2025
Q1 		$2.09M Buy
38,939
+25,834
+197% +$1.49M 0.01% 650
2024
Q4 		$739K Buy
+13,105
New +$733K ﹤0.01% 759
2021
Q4 		– Sell
-8,369
Closed -$379K – 999
2021
Q3 		$379K Sell
8,369
-5,518
-40% -$247K ﹤0.01% 899
2021
Q2 		$644K Hold
13,887
– – ﹤0.01% 821
2021
Q1 		$687K Sell
13,887
-25,684
-65% -$1.08M 0.01% 810
2020
Q4 		$1.38M Sell
39,571
-19,405
-33% -$635K 0.01% 650
2020
Q3 		$1.61M Sell
58,976
-29,824
-34% -$882K 0.02% 559
2020
Q2 		$2.76M Sell
88,800
-28,557
-24% -$829K 0.03% 461
2020
Q1 		$3.27M Sell
117,357
-27,449
-19% -$1.1M 0.04% 375
2019
Q4 		$6.98M Buy
144,806
+38,587
+36% +$1.71M 0.07% 317
2019
Q3 		$4.33M Sell
106,219
-1,977
-2% -$79.7K 0.05% 359
2019
Q2 		$4.5M Sell
108,196
-16,498
-13% -$690K 0.06% 365
2019
Q1 		$5.08M Buy
124,694
+17,870
+17% +$768K 0.07% 326
2018
Q4 		$4.02M Sell
106,824
-1,500
-1% -$66.8K 0.07% 312
2018
Q3 		$5.75M Buy
108,324
+24,010
+28% +$1.34M 0.08% 283
2018
Q2 		$4.55M Buy
84,314
+1,800
+2% +$94.2K 0.07% 326
2018
Q1 		$3.87M Buy
82,514
+50,255
+156% +$2.4M 0.06% 330
2017
Q4 		$1.46M Buy
32,259
+18,579
+136% +$813K 0.03% 535
2017
Q3 		$579K Hold
13,680
– – 0.01% 684
2017
Q2 		$558K Buy
13,680
+8,500
+164% +$354K 0.01% 679
2017
Q1 		$220K Buy
+5,180
New +$220K ﹤0.01% 776

Other funds holding EFSC

BlackRock
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management's EFSC Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its Enterprise Financial Services Corp (EFSC) stake by 14% in Q1 2026, buying an estimated $155K and bringing the position to 22,460 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #678.

Jacobs Levy Equity Management first reported a position in EFSC in Q1 2017 and has held it in 25 quarters since. The position peaked at $6.98M in Q4 2019. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • Jacobs Levy Equity Management held 22,460 shares of Enterprise Financial Services Corp worth $1.22M as of Q1 2026.
  • Jacobs Levy Equity Management bought 2,745 Enterprise Financial Services Corp shares in Q1 2026, an estimated $155K.
  • Enterprise Financial Services Corp made up 0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #678 holding.
  • Jacobs Levy Equity Management first reported a position in Enterprise Financial Services Corp in Q1 2017 and has held it in 25 quarters since.
  • Jacobs Levy Equity Management's Enterprise Financial Services Corp position peaked at $6.98M in Q4 2019.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.