JFS Wealth Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

JFS Wealth 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
2026 Q2	$659	Hold	10	–	–	﹤0.01%	1904
2026 Q1	$542	Hold	10	–	–	﹤0.01%	1760
2025 Q4	$540	Buy	10 +2	+25%	+$110	﹤0.01%	1793
2025 Q3	$464	Hold	8	–	–	﹤0.01%	1773
2025 Q2	$441	Hold	8	–	–	﹤0.01%	1715
2025 Q1	$430	Hold	8	–	–	﹤0.01%	1787
2024 Q4	$452	Hold	8	–	–	﹤0.01%	1792
2024 Q3	$411	Hold	8	–	–	﹤0.01%	1819
2024 Q2	$328	Hold	8	–	–	﹤0.01%	1855
2024 Q1	$325	Hold	8	–	–	﹤0.01%	1850
2023 Q4	$358	Buy	8 +6	+300%	+$234	﹤0.01%	1847
2023 Q3	$75	Sell	2 -3	-60%	-$120	﹤0.01%	1919
2023 Q2	$196	Sell	5 -2	-29%	-$83	﹤0.01%	1876
2023 Q1	$313	Buy	7 +3	+75%	+$153	﹤0.01%	1776
2022 Q4	$196	Buy	+4	New	+$199	﹤0.01%	1831

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

JFS Wealth Advisors's EFSC Position: Q2 2026 in Review

JFS Wealth Advisors held its Enterprise Financial Services Corp (EFSC) position steady in Q2 2026 at 10 shares worth $659. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

JFS Wealth Advisors first reported a position in EFSC in Q4 2022 and has held it in 15 quarters since. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

JFS Wealth Advisors held 10 shares of Enterprise Financial Services Corp worth $659 as of Q2 2026.
JFS Wealth Advisors left its Enterprise Financial Services Corp share count unchanged in Q2 2026.
Enterprise Financial Services Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1904 holding.
JFS Wealth Advisors first reported a position in Enterprise Financial Services Corp in Q4 2022 and has held it in 15 quarters since.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.