LPL Financial
EFSC icon

LPL Financial’s Enterprise Financial Services Corp EFSC Stock Holding History

LPL Financial’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 		$409K Buy
6,214
+815
+15% +$49K ﹤0.01% 5205
2026
Q1 		$292K Sell
5,399
-897
-14% -$50.6K ﹤0.01% 5202
2025
Q4 		$340K Sell
6,296
-484
-7% -$26.6K ﹤0.01% 5052
2025
Q3 		$393K Sell
6,780
-105
-2% -$6.11K ﹤0.01% 4833
2025
Q2 		$379K Sell
6,885
-242
-3% -$12.6K ﹤0.01% 4605
2025
Q1 		$383K Buy
7,127
+164
+2% +$9.44K ﹤0.01% 4395
2024
Q4 		$393K Buy
6,963
+915
+15% +$51.2K ﹤0.01% 4305
2024
Q3 		$310K Buy
6,048
+100
+2% +$4.91K ﹤0.01% 4405
2024
Q2 		$243K Buy
5,948
+480
+9% +$18.7K ﹤0.01% 4418
2024
Q1 		$222K Sell
5,468
-58
-1% -$2.38K ﹤0.01% 4435
2023
Q4 		$247K Buy
5,526
+33
+0.6% +$1.29K ﹤0.01% 4239
2023
Q3 		$206K Sell
5,493
-20,341
-79% -$812K ﹤0.01% 4215
2023
Q2 		$1.01M Buy
25,834
+209
+0.8% +$8.64K ﹤0.01% 2820
2023
Q1 		$1.14M Buy
25,625
+15,519
+154% +$794K ﹤0.01% 2652
2022
Q4 		$495K Buy
10,106
+4,829
+92% +$240K ﹤0.01% 3253
2022
Q3 		$232K Sell
5,277
-288
-5% -$13.1K ﹤0.01% 3804
2022
Q2 		$231K Buy
5,565
+8
+0.1% +$356 ﹤0.01% 3833
2022
Q1 		$263K Buy
+5,557
New +$273K ﹤0.01% 3672

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial's EFSC Position: Q2 2026 in Review

LPL Financial increased its Enterprise Financial Services Corp (EFSC) stake by 15% in Q2 2026, buying an estimated $49K and bringing the position to 6,214 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #5205.

LPL Financial first reported a position in EFSC in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.14M in Q1 2023. 98 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • LPL Financial held 6,214 shares of Enterprise Financial Services Corp worth $409K as of Q2 2026.
  • LPL Financial bought 815 Enterprise Financial Services Corp shares in Q2 2026, an estimated $49K.
  • Enterprise Financial Services Corp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5205 holding.
  • LPL Financial first reported a position in Enterprise Financial Services Corp in Q1 2022 and has held it in 18 quarters since.
  • LPL Financial's Enterprise Financial Services Corp position peaked at $1.14M in Q1 2023.
  • 98 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.