Marshall Wace’s Enterprise Financial Services Corp EFSC Stock Holding History

Marshall Wace’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	$5.52M	Buy	83,780 +37,638	+82%	+$2.26M	﹤0.01%	1319
2026 Q1	$2.5M	Buy	46,142 +38,865	+534%	+$2.19M	﹤0.01%	1658
2025 Q4	$393K	Buy	7,277 +1,277	+21%	+$70.1K	﹤0.01%	2346
2025 Q3	$348K	Buy	+6,000	New	+$349K	﹤0.01%	2366
2020 Q3	–	Sell	-14,253	Closed	-$444K	–	1655
2020 Q2	$444K	Buy	14,253 +944	+7%	+$27.4K	﹤0.01%	1226
2020 Q1	$372K	Sell	13,309 -45,733	-77%	-$1.84M	﹤0.01%	1043
2019 Q4	$2.85M	Buy	59,042 +2,184	+4%	+$97K	0.02%	709
2019 Q3	$2.32M	Sell	56,858 -38,815	-41%	-$1.56M	0.02%	723
2019 Q2	$3.98M	Sell	95,673 -15,041	-14%	-$629K	0.03%	556
2019 Q1	$4.51M	Sell	110,714 -33,689	-23%	-$1.45M	0.04%	494
2018 Q4	$5.43M	Buy	+144,403	New	+$6.43M	0.06%	418

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

Marshall Wace's EFSC Position: Q2 2026 in Review

Marshall Wace increased its Enterprise Financial Services Corp (EFSC) stake by 82% in Q2 2026, buying an estimated $2.26M and bringing the position to 83,780 shares worth $5.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Marshall Wace first reported a position in EFSC in Q4 2018 and has held it in 11 quarters since. 267 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Marshall Wace held 83,780 shares of Enterprise Financial Services Corp worth $5.52M as of Q2 2026.
Marshall Wace bought 37,638 Enterprise Financial Services Corp shares in Q2 2026, an estimated $2.26M.
Enterprise Financial Services Corp made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1319 holding.
Marshall Wace first reported a position in Enterprise Financial Services Corp in Q4 2018 and has held it in 11 quarters since.
267 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.