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

LM 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	$714K	Buy	10,832 +10,246	+1,748%	+$616K	0.08%	135
2026 Q1	$10.8K	Buy	586 +1	+0.2%	+$56	0.17%	95
2025 Q4	$10.8K	Sell	585 -10,247	-95%	-$563K	0.19%	90
2025 Q3	$628K	Hold	10,832	–	–	0.09%	118
2025 Q2	$597K	Hold	10,832	–	–	0.08%	114
2025 Q1	$582K	Hold	10,832	–	–	0.1%	142
2024 Q4	$611K	Hold	10,832	–	–	0.11%	124
2024 Q3	$555K	Hold	10,832	–	–	0.11%	115
2024 Q2	$443K	Hold	10,832	–	–	0.08%	136
2024 Q1	$439K	Hold	10,832	–	–	0.07%	147
2023 Q4	$484K	Buy	+10,832	New	+$423K	0.1%	121

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

LM Advisors's EFSC Position: Q2 2026 in Review

LM Advisors increased its Enterprise Financial Services Corp (EFSC) stake by 1,748% in Q2 2026, buying an estimated $616K and bringing the position to 10,832 shares worth $714K. The position accounts for 0.08% of the portfolio, ranked #135.

LM Advisors first reported a position in EFSC in Q4 2023 and has held it in 11 quarters since. 265 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

LM Advisors held 10,832 shares of Enterprise Financial Services Corp worth $714K as of Q2 2026.
LM Advisors bought 10,246 Enterprise Financial Services Corp shares in Q2 2026, an estimated $616K.
Enterprise Financial Services Corp made up 0.08% of LM Advisors's portfolio in Q2 2026, its #135 holding.
LM Advisors first reported a position in Enterprise Financial Services Corp in Q4 2023 and has held it in 11 quarters since.
265 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.