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LRI Investments’s Enterprise Financial Services Corp EFSC Stock Holding History

LRI Investments’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 		$66 Sell
1
-109
-99% -$6.55K ﹤0.01% 1882
2026
Q1 		$5.95K Hold
110
– – ﹤0.01% 1038
2025
Q4 		$5.94K Hold
110
– – ﹤0.01% 1009
2025
Q3 		$6.38K Buy
110
+16
+17% +$931 ﹤0.01% 984
2025
Q2 		$5.2K Hold
94
– – ﹤0.01% 1011
2025
Q1 		$5.07K Hold
94
– – ﹤0.01% 943
2024
Q4 		$5.32K Hold
94
– – ﹤0.01% 916
2024
Q3 		$5.58K Hold
94
– – ﹤0.01% 905
2024
Q2 		$3.86K Buy
+94
New +$3.65K ﹤0.01% 960

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LRI Investments's EFSC Position: Q2 2026 in Review

LRI Investments reduced its Enterprise Financial Services Corp (EFSC) stake by 99% in Q2 2026, selling an estimated $6.55K and leaving 1 share worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

LRI Investments first reported a position in EFSC in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.38K in Q3 2025. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • LRI Investments held 1 share of Enterprise Financial Services Corp worth $66 as of Q2 2026.
  • LRI Investments sold 109 Enterprise Financial Services Corp shares in Q2 2026, an estimated $6.55K.
  • Enterprise Financial Services Corp made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1882 holding.
  • LRI Investments first reported a position in Enterprise Financial Services Corp in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Enterprise Financial Services Corp position peaked at $6.38K in Q3 2025.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.