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

Mosaic Family Wealth Partners’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	$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

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

Mosaic Family Wealth Partners's EFSC Position: Q1 2026 in Review

Mosaic Family Wealth Partners held its Enterprise Financial Services Corp (EFSC) position steady in Q1 2026 at 32,696 shares worth $1.77M. The position accounts for 0.18% of the portfolio, ranked #77.

Mosaic Family Wealth Partners first reported a position in EFSC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.91M in Q3 2025. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

Mosaic Family Wealth Partners held 32,696 shares of Enterprise Financial Services Corp worth $1.77M as of Q1 2026.
Mosaic Family Wealth Partners left its Enterprise Financial Services Corp share count unchanged in Q1 2026.
Enterprise Financial Services Corp made up 0.18% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #77 holding.
Mosaic Family Wealth Partners first reported a position in Enterprise Financial Services Corp in Q4 2022 and has held it in 14 quarters since.
Mosaic Family Wealth Partners's Enterprise Financial Services Corp position peaked at $1.91M in Q3 2025.
262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.