Mosaic Family Wealth Partners’s Enterprise Financial Services Corp EFSC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.77M	Hold	32,696	–	–	0.18%	77
2025 Q4	$1.77M	Hold	32,696	–	–	0.19%	65
2025 Q3	$1.91M	Hold	32,696	–	–	0.22%	51
2025 Q2	$1.8M	Hold	32,696	–	–	0.23%	51
2025 Q1	$1.76M	Hold	32,696	–	–	0.25%	44
2024 Q4	$1.84M	Buy	32,696 +9,000	+38%	+$504K	0.27%	42
2024 Q3	$1.21M	Hold	23,696	–	–	0.18%	64
2024 Q2	$969K	Hold	23,696	–	–	0.16%	74
2024 Q1	$961K	Hold	23,696	–	–	0.16%	74
2023 Q4	$1.06M	Hold	23,696	–	–	0.18%	65
2023 Q3	$889K	Hold	23,696	–	–	0.18%	69
2023 Q2	$927K	Hold	23,696	–	–	0.18%	68
2023 Q1	$1.06M	Buy	23,696 +9,196	+63%	+$470K	0.22%	53
2022 Q4	$710K	Buy	+14,500	New	+$720K	0.2%	79