Meritage Portfolio Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Meritage Portfolio Management’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
2025 Q4	$220K	Hold	4,070	–	–	0.01%	299
2025 Q3	$236K	Hold	4,070	–	–	0.02%	302
2025 Q2	$224K	Hold	4,070	–	–	0.01%	310
2025 Q1	$219K	Hold	4,070	–	–	0.01%	308
2024 Q4	$230K	Hold	4,070	–	–	0.01%	307
2024 Q3	$209K	Buy	+4,070	New	+$200K	0.01%	325
2021 Q2	–	Sell	-4,070	Closed	-$201K	–	305
2021 Q1	$201K	Buy	+4,070	New	+$171K	0.01%	279
2018 Q4	–	Sell	-4,070	Closed	-$216K	–	179
2018 Q3	$216K	Hold	4,070	–	–	0.02%	195
2018 Q2	$220K	Buy	+4,070	New	+$213K	0.02%	198

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meritage Portfolio Management's EFSC Position: Q4 2025 in Review

Meritage Portfolio Management held its Enterprise Financial Services Corp (EFSC) position steady in Q4 2025 at 4,070 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #299.

Meritage Portfolio Management first reported a position in EFSC in Q2 2018 and has held it in 9 quarters since. The position peaked at $236K in Q3 2025. 244 funds tracked by Wall St. Rank hold EFSC as of Q4 2025.

Meritage Portfolio Management held 4,070 shares of Enterprise Financial Services Corp worth $220K as of Q4 2025.
Meritage Portfolio Management left its Enterprise Financial Services Corp share count unchanged in Q4 2025.
Enterprise Financial Services Corp made up 0.01% of Meritage Portfolio Management's portfolio in Q4 2025, its #299 holding.
Meritage Portfolio Management first reported a position in Enterprise Financial Services Corp in Q2 2018 and has held it in 9 quarters since.
Meritage Portfolio Management's Enterprise Financial Services Corp position peaked at $236K in Q3 2025.
244 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.