Mercer Global Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

Mercer Global Advisors’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	$526K	Buy	9,715 +273	+3%	+$15.4K	﹤0.01%	1950
2025 Q4	$510K	Buy	9,442 +52	+0.6%	+$2.86K	﹤0.01%	1845
2025 Q3	$544K	Buy	9,390 +742	+9%	+$43.2K	﹤0.01%	1714
2025 Q2	$477K	Buy	8,648 +138	+2%	+$7.2K	﹤0.01%	1591
2025 Q1	$457K	Buy	8,510 +81	+1%	+$4.66K	﹤0.01%	1523
2024 Q4	$475K	Sell	8,429 -104	-1%	-$5.82K	﹤0.01%	1471
2024 Q3	$423K	Hold	8,533	–	–	﹤0.01%	1427
2024 Q2	$349K	Hold	8,533	–	–	﹤0.01%	1503
2024 Q1	$346K	Buy	8,533 +1	+0%	+$41	﹤0.01%	1484
2023 Q4	$381K	Buy	8,532 +4	+0%	+$156	﹤0.01%	1482
2023 Q3	$320K	Buy	8,528 +104	+1%	+$4.15K	﹤0.01%	1495
2023 Q2	$329K	Hold	8,424	–	–	﹤0.01%	1460
2023 Q1	$376K	Buy	+8,424	New	+$431K	﹤0.01%	1368

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

Mercer Global Advisors's EFSC Position: Q1 2026 in Review

Mercer Global Advisors increased its Enterprise Financial Services Corp (EFSC) stake by 2.9% in Q1 2026, buying an estimated $15.4K and bringing the position to 9,715 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Mercer Global Advisors first reported a position in EFSC in Q1 2023 and has held it in 13 quarters since. The position peaked at $544K in Q3 2025. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

Mercer Global Advisors held 9,715 shares of Enterprise Financial Services Corp worth $526K as of Q1 2026.
Mercer Global Advisors bought 273 Enterprise Financial Services Corp shares in Q1 2026, an estimated $15.4K.
Enterprise Financial Services Corp made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1950 holding.
Mercer Global Advisors first reported a position in Enterprise Financial Services Corp in Q1 2023 and has held it in 13 quarters since.
Mercer Global Advisors's Enterprise Financial Services Corp position peaked at $544K in Q3 2025.
262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.