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Kestra Advisory Services’s Enterprise Financial Services Corp EFSC Stock Holding History

Kestra Advisory Services’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 		– Sell
-1,838
Closed -$99.2K – 3460
2025
Q4 		$99.2K Buy
+1,838
New +$101K ﹤0.01% 3427
2025
Q1 		– Sell
-5,348
Closed -$302K – 2792
2024
Q4 		$302K Buy
+5,348
New +$299K ﹤0.01% 2211
2024
Q2 		– Sell
-7,024
Closed -$285K – 2632
2024
Q1 		$285K Buy
+7,024
New +$288K ﹤0.01% 2026

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kestra Advisory Services's EFSC Position: Q1 2026 in Review

Kestra Advisory Services sold out of Enterprise Financial Services Corp (EFSC) in Q1 2026, closing a stake of 1,838 shares — an estimated $99.2K sold.

Kestra Advisory Services first reported a position in EFSC in Q1 2024 and held it in 3 quarters. The position peaked at $302K in Q4 2024. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • Kestra Advisory Services reported no remaining Enterprise Financial Services Corp position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,838 Enterprise Financial Services Corp shares in Q1 2026, an estimated $99.2K.
  • Kestra Advisory Services first reported a position in Enterprise Financial Services Corp in Q1 2024 and held it in 3 quarters.
  • Kestra Advisory Services's Enterprise Financial Services Corp position peaked at $302K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.