Jones Financial Companies
EFSC icon

Jones Financial Companies’s Enterprise Financial Services Corp EFSC Stock Holding History

Jones Financial Companies’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 		$35.4K Buy
530
+42
+9% +$2.53K ﹤0.01% 3273
2026
Q1 		$26K Buy
488
+96
+24% +$5.41K ﹤0.01% 3191
2025
Q4 		$21.2K Sell
392
-189
-33% -$10.4K ﹤0.01% 2903
2025
Q3 		$34.2K Hold
581
– – ﹤0.01% 2537
2025
Q2 		$32.4K Hold
581
– – ﹤0.01% 2398
2025
Q1 		$31.3K Buy
581
+256
+79% +$14.7K ﹤0.01% 2245
2024
Q4 		$18.3K Buy
+325
New +$18.2K ﹤0.01% 2290

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Jones Financial Companies's EFSC Position: Q2 2026 in Review

Jones Financial Companies increased its Enterprise Financial Services Corp (EFSC) stake by 8.6% in Q2 2026, buying an estimated $2.53K and bringing the position to 530 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3273.

Jones Financial Companies first reported a position in EFSC in Q4 2024 and has held it in 7 quarters since. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Jones Financial Companies held 530 shares of Enterprise Financial Services Corp worth $35.4K as of Q2 2026.
  • Jones Financial Companies bought 42 Enterprise Financial Services Corp shares in Q2 2026, an estimated $2.53K.
  • Enterprise Financial Services Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3273 holding.
  • Jones Financial Companies first reported a position in Enterprise Financial Services Corp in Q4 2024 and has held it in 7 quarters since.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.