Lido Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

Lido 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	$423K	Sell	6,416 -13,993	-69%	-$841K	﹤0.01%	1574
2026 Q1	$1.1M	Buy	20,409 +14,040	+220%	+$792K	﹤0.01%	925
2025 Q4	$369K	Hold	6,369	–	–	﹤0.01%	1459
2025 Q3	$369K	Sell	6,369 -1	-0%	-$58	﹤0.01%	1383
2025 Q2	$351K	Sell	6,370 -7	-0.1%	-$365	﹤0.01%	1263
2025 Q1	$343K	Buy	6,377 +7	+0.1%	+$403	﹤0.01%	1158
2024 Q4	$359K	Hold	6,370	–	–	﹤0.01%	1130
2024 Q3	$327K	Hold	6,370	–	–	﹤0.01%	1124
2024 Q2	$261K	Hold	6,370	–	–	﹤0.01%	1185
2024 Q1	$258K	Hold	6,370	–	–	﹤0.01%	1159
2023 Q4	$284K	Hold	6,370	–	–	﹤0.01%	1056
2023 Q3	$239K	Hold	6,370	–	–	﹤0.01%	1015
2023 Q2	$249K	Buy	+6,370	New	+$263K	﹤0.01%	1024

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

Lido Advisors's EFSC Position: Q2 2026 in Review

Lido Advisors reduced its Enterprise Financial Services Corp (EFSC) stake by 69% in Q2 2026, selling an estimated $841K and leaving 6,416 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Lido Advisors first reported a position in EFSC in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.1M in Q1 2026. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Lido Advisors held 6,416 shares of Enterprise Financial Services Corp worth $423K as of Q2 2026.
Lido Advisors sold 13,993 Enterprise Financial Services Corp shares in Q2 2026, an estimated $841K.
Enterprise Financial Services Corp made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1574 holding.
Lido Advisors first reported a position in Enterprise Financial Services Corp in Q2 2023 and has held it in 13 quarters since.
Lido Advisors's Enterprise Financial Services Corp position peaked at $1.1M in Q1 2026.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.