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MASECO Private Wealth’s Enterprise Financial Services Corp EFSC Stock Holding History

MASECO Private Wealth’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 		– Sell
-305
Closed -$16.4K – 432
2025
Q4 		$16.4K Buy
+305
New +$16.8K ﹤0.01% 280
2025
Q3 		– Sell
-301
Closed -$16.6K – 346
2025
Q2 		$16.6K Buy
+301
New +$15.7K ﹤0.01% 276

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MASECO Private Wealth's EFSC Position: Q1 2026 in Review

MASECO Private Wealth sold out of Enterprise Financial Services Corp (EFSC) in Q1 2026, closing a stake of 305 shares — an estimated $16.4K sold.

MASECO Private Wealth first reported a position in EFSC in Q2 2025 and held it in 2 quarters. The position peaked at $16.6K in Q2 2025. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • MASECO Private Wealth reported no remaining Enterprise Financial Services Corp position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 305 Enterprise Financial Services Corp shares in Q1 2026, an estimated $16.4K.
  • MASECO Private Wealth first reported a position in Enterprise Financial Services Corp in Q2 2025 and held it in 2 quarters.
  • MASECO Private Wealth's Enterprise Financial Services Corp position peaked at $16.6K in Q2 2025.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.