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 Q2	$2.37M	Buy	35,922 +3,226	+10%	+$194K	0.16%	102
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 $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Mosaic Family Wealth Partners's EFSC Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Enterprise Financial Services Corp (EFSC) stake by 9.9% in Q2 2026, buying an estimated $194K and bringing the position to 35,922 shares worth $2.37M. The position accounts for 0.16% of the portfolio, ranked #102.

Mosaic Family Wealth Partners first reported a position in EFSC in Q4 2022 and has held it in 15 quarters since. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Mosaic Family Wealth Partners held 35,922 shares of Enterprise Financial Services Corp worth $2.37M as of Q2 2026.
Mosaic Family Wealth Partners bought 3,226 Enterprise Financial Services Corp shares in Q2 2026, an estimated $194K.
Enterprise Financial Services Corp made up 0.16% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #102 holding.
Mosaic Family Wealth Partners first reported a position in Enterprise Financial Services Corp in Q4 2022 and has held it in 15 quarters since.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.