Lindbrook Capital’s Enterprise Financial Services Corp EFSC Stock Holding History

Lindbrook Capital’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
2025 Q1	$5.7K	Buy	106 +5	+5%	+$288	﹤0.01%	1901
2024 Q4	$5.7K	Hold	101	–	–	﹤0.01%	1926
2024 Q3	$5.18K	Hold	101	–	–	﹤0.01%	1999
2024 Q2	$4.13K	Buy	+101	New	+$3.92K	﹤0.01%	2088
2023 Q2	–	Sell	-103	Closed	-$4.59K	–	2758
2023 Q1	$4.59K	Hold	103	–	–	﹤0.01%	1886
2022 Q4	$5.04K	Hold	103	–	–	﹤0.01%	1821
2022 Q3	$5K	Buy	+103	New	+$4.68K	﹤0.01%	1654
2021 Q4	–	Sell	-50	Closed	-$2K	–	2106
2021 Q3	$2K	Buy	50 +31	+163%	+$1.39K	﹤0.01%	1521
2021 Q2	$1K	Hold	19	–	–	﹤0.01%	1743
2021 Q1	$1K	Buy	+19	New	+$800	﹤0.01%	1700

Other funds holding EFSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lindbrook Capital's EFSC Position: Q1 2025 in Review

Lindbrook Capital increased its Enterprise Financial Services Corp (EFSC) stake by 5% in Q1 2025, buying an estimated $288 and bringing the position to 106 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Lindbrook Capital first reported a position in EFSC in Q1 2021 and has held it in 10 quarters since. 242 funds tracked by Wall St. Rank hold EFSC as of Q1 2025.

Lindbrook Capital held 106 shares of Enterprise Financial Services Corp worth $5.7K as of Q1 2025.
Lindbrook Capital bought 5 Enterprise Financial Services Corp shares in Q1 2025, an estimated $288.
Enterprise Financial Services Corp made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1901 holding.
Lindbrook Capital first reported a position in Enterprise Financial Services Corp in Q1 2021 and has held it in 10 quarters since.
242 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.