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Midwest Trust’s Enterprise Financial Services Corp EFSC Stock Holding History

Midwest Trust’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 		$2.2M Sell
33,389
-200
-0.6% -$12K 0.02% 294
2026
Q1 		$1.82M Sell
33,589
-5,058
-13% -$285K 0.02% 300
2025
Q4 		$2.09M Sell
38,647
-553
-1% -$30.4K 0.03% 280
2025
Q3 		$2.27M Hold
39,200
– – 0.03% 273
2025
Q2 		$2.16M Buy
+39,200
New +$2.04M 0.03% 275

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Midwest Trust's EFSC Position: Q2 2026 in Review

Midwest Trust reduced its Enterprise Financial Services Corp (EFSC) stake by 0.6% in Q2 2026, selling an estimated $12K and leaving 33,389 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #294.

Midwest Trust first reported a position in EFSC in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.27M in Q3 2025. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Midwest Trust held 33,389 shares of Enterprise Financial Services Corp worth $2.2M as of Q2 2026.
  • Midwest Trust sold 200 Enterprise Financial Services Corp shares in Q2 2026, an estimated $12K.
  • Enterprise Financial Services Corp made up 0.02% of Midwest Trust's portfolio in Q2 2026, its #294 holding.
  • Midwest Trust first reported a position in Enterprise Financial Services Corp in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Enterprise Financial Services Corp position peaked at $2.27M in Q3 2025.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.