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 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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

Marshall Wace's EFSC Position: Q1 2026 in Review

Marshall Wace increased its Enterprise Financial Services Corp (EFSC) stake by 534% in Q1 2026, buying an estimated $2.19M and bringing the position to 46,142 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Marshall Wace first reported a position in EFSC in Q4 2018 and has held it in 10 quarters since. The position peaked at $5.43M in Q4 2018. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

Marshall Wace held 46,142 shares of Enterprise Financial Services Corp worth $2.5M as of Q1 2026.
Marshall Wace bought 38,865 Enterprise Financial Services Corp shares in Q1 2026, an estimated $2.19M.
Enterprise Financial Services Corp made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1658 holding.
Marshall Wace first reported a position in Enterprise Financial Services Corp in Q4 2018 and has held it in 10 quarters since.
Marshall Wace's Enterprise Financial Services Corp position peaked at $5.43M in Q4 2018.
262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.