KCM
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Kennedy Capital Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Kennedy Capital 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 		$11.6M Sell
215,035
-3,477
-2% -$196K 0.25% 152
2025
Q4 		$11.8M Buy
218,512
+36,533
+20% +$2.01M 0.25% 148
2025
Q3 		$10.6M Sell
181,979
-8,205
-4% -$477K 0.23% 146
2025
Q2 		$10.5M Sell
190,184
-3,085
-2% -$161K 0.25% 130
2025
Q1 		$10.4M Buy
193,269
+65,974
+52% +$3.8M 0.25% 132
2024
Q4 		$7.18M Sell
127,295
-47,181
-27% -$2.64M 0.16% 225
2024
Q3 		$8.94M Sell
174,476
-16,905
-9% -$831K 0.2% 162
2024
Q2 		$7.83M Sell
191,381
-45,003
-19% -$1.75M 0.17% 206
2024
Q1 		$9.59M Sell
236,384
-14,943
-6% -$612K 0.2% 182
2023
Q4 		$11.2M Sell
251,327
-35,920
-13% -$1.4M 0.25% 133
2023
Q3 		$10.8M Sell
287,247
-23,224
-7% -$927K 0.26% 113
2023
Q2 		$12.1M Sell
310,471
-255
-0.1% -$10.5K 0.28% 104
2023
Q1 		$13.9M Sell
310,726
-7,807
-2% -$399K 0.41% 59
2022
Q4 		$15.6M Sell
318,533
-12,138
-4% -$603K 0.44% 44
2022
Q3 		$14.6M Sell
330,671
-9,094
-3% -$413K 0.43% 55
2022
Q2 		$14.1M Buy
339,765
+4,829
+1% +$215K 0.4% 59
2022
Q1 		$15.8M Buy
334,936
+49,613
+17% +$2.43M 0.37% 59
2021
Q4 		$13.4M Sell
285,323
-11,446
-4% -$546K 0.28% 103
2021
Q3 		$13.4M Buy
296,769
+40,588
+16% +$1.82M 0.3% 90
2021
Q2 		$11.9M Sell
256,181
-146
-0.1% -$7.15K 0.26% 115
2021
Q1 		$12.7M Sell
256,327
-19,339
-7% -$814K 0.26% 121
2020
Q4 		$9.63M Sell
275,666
-5,791
-2% -$189K 0.22% 151
2020
Q3 		$7.67M Sell
281,457
-53,918
-16% -$1.59M 0.22% 150
2020
Q2 		$10.4M Buy
335,375
+71,870
+27% +$2.09M 0.3% 80
2020
Q1 		$7.35M Buy
263,505
+15,575
+6% +$626K 0.27% 98
2019
Q4 		$12M Sell
247,930
-47,742
-16% -$2.12M 0.29% 75
2019
Q3 		$12M Sell
295,672
-5,771
-2% -$233K 0.3% 77
2019
Q2 		$12.5M Sell
301,443
-13,962
-4% -$584K 0.3% 79
2019
Q1 		$12.9M Sell
315,405
-12,743
-4% -$548K 0.3% 71
2018
Q4 		$12.3M Buy
328,148
+53,592
+20% +$2.39M 0.31% 68
2018
Q3 		$14.6M Sell
274,556
-65,016
-19% -$3.62M 0.27% 89
2018
Q2 		$18.3M Sell
339,572
-3,899
-1% -$204K 0.34% 55
2018
Q1 		$16.1M Sell
343,471
-130,130
-27% -$6.21M 0.31% 62
2017
Q4 		$21.4M Sell
473,601
-49,113
-9% -$2.15M 0.38% 44
2017
Q3 		$22.1M Buy
522,714
+96,173
+23% +$3.81M 0.4% 40
2017
Q2 		$17.4M Buy
426,541
+114,118
+37% +$4.75M 0.33% 62
2017
Q1 		$13.2M Buy
312,423
+16,220
+5% +$688K 0.23% 132
2016
Q4 		$12.7M Buy
296,203
+148,989
+101% +$5.46M 0.22% 143
2016
Q3 		$4.6M Sell
147,214
-8,701
-6% -$258K 0.09% 383
2016
Q2 		$4.35M Sell
155,915
-6,374
-4% -$174K 0.09% 387
2016
Q1 		$4.39M Sell
162,289
-4,236
-3% -$116K 0.09% 390
2015
Q4 		$4.72M Sell
166,525
-4,053
-2% -$114K 0.1% 385
2015
Q3 		$4.29M Buy
170,578
+1,537
+0.9% +$36.8K 0.09% 400
2015
Q2 		$3.85M Buy
169,041
+215
+0.1% +$4.6K 0.07% 466
2015
Q1 		$3.49M Buy
168,826
+14,286
+9% +$286K 0.06% 487
2014
Q4 		$3.05M Sell
154,540
-3,708
-2% -$68.7K 0.06% 503
2014
Q3 		$2.65M Sell
158,248
-3,036
-2% -$53.3K 0.05% 518
2014
Q2 		$2.91M Sell
161,284
-11,672
-7% -$214K 0.05% 477
2014
Q1 		$3.47M Buy
+172,956
New +$3.31M 0.07% 441

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

Kennedy Capital Management's EFSC Position: Q1 2026 in Review

Kennedy Capital Management reduced its Enterprise Financial Services Corp (EFSC) stake by 1.6% in Q1 2026, selling an estimated $196K and leaving 215,035 shares worth $11.6M. The position accounts for 0.25% of the portfolio, ranked #152.

Kennedy Capital Management first reported a position in EFSC in Q1 2014 and has held it in 49 quarters since. The position peaked at $22.1M in Q3 2017. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • Kennedy Capital Management held 215,035 shares of Enterprise Financial Services Corp worth $11.6M as of Q1 2026.
  • Kennedy Capital Management sold 3,477 Enterprise Financial Services Corp shares in Q1 2026, an estimated $196K.
  • Enterprise Financial Services Corp made up 0.25% of Kennedy Capital Management's portfolio in Q1 2026, its #152 holding.
  • Kennedy Capital Management first reported a position in Enterprise Financial Services Corp in Q1 2014 and has held it in 49 quarters since.
  • Kennedy Capital Management's Enterprise Financial Services Corp position peaked at $22.1M in Q3 2017.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.