Ken Fisher’s Enterprise Financial Services Corp EFSC Stock Holding History

Ken Fisher’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	$7.21M	Buy	133,230 +64	+0%	+$3.61K	﹤0.01%	426
2025 Q4	$7.19M	Sell	133,166 -27,705	-17%	-$1.52M	﹤0.01%	427
2025 Q3	$9.33M	Sell	160,871 -1,334	-0.8%	-$77.6K	﹤0.01%	415
2025 Q2	$8.94M	Sell	162,205 -1,582	-1%	-$82.5K	﹤0.01%	420
2025 Q1	$8.8M	Buy	163,787 +89,592	+121%	+$5.16M	﹤0.01%	426
2024 Q4	$4.18M	Buy	74,195 +20,033	+37%	+$1.12M	﹤0.01%	514
2024 Q3	$2.78M	Hold	54,162	–	–	﹤0.01%	547
2024 Q2	$2.22M	Hold	54,162	–	–	﹤0.01%	569
2024 Q1	$2.2M	Hold	54,162	–	–	﹤0.01%	586
2023 Q4	$2.42M	Sell	54,162 -2,719	-5%	-$106K	﹤0.01%	564
2023 Q3	$2.13M	Buy	56,881 +8,138	+17%	+$325K	﹤0.01%	622
2023 Q2	$1.91M	Hold	48,743	–	–	﹤0.01%	663
2023 Q1	$2.17M	Buy	48,743 +6,396	+15%	+$327K	﹤0.01%	641
2022 Q4	$2.07M	Buy	+42,347	New	+$2.1M	﹤0.01%	643

Other funds holding EFSC

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Ken Fisher's EFSC Position: Q1 2026 in Review

Ken Fisher increased its Enterprise Financial Services Corp (EFSC) stake by 0.05% in Q1 2026, buying an estimated $3.61K and bringing the position to 133,230 shares worth $7.21M. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Ken Fisher first reported a position in EFSC in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.33M in Q3 2025. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

Ken Fisher held 133,230 shares of Enterprise Financial Services Corp worth $7.21M as of Q1 2026.
Ken Fisher bought 64 Enterprise Financial Services Corp shares in Q1 2026, an estimated $3.61K.
Enterprise Financial Services Corp made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #426 holding.
Ken Fisher first reported a position in Enterprise Financial Services Corp in Q4 2022 and has held it in 14 quarters since.
Ken Fisher's Enterprise Financial Services Corp position peaked at $9.33M in Q3 2025.
262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.