Mutual Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

Mutual Advisors’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	$1.59M	Buy	24,132 +71	+0.3%	+$4.27K	0.03%	485
2026 Q1	$1.3M	Sell	24,061 -6	-0%	-$338	0.03%	496
2025 Q4	$1.3M	Sell	24,067 -5	-0%	-$275	0.03%	491
2025 Q3	$1.31M	Buy	24,072 +11	+0%	+$640	0.03%	486
2025 Q2	$1.35M	Buy	24,061 +5	+0%	+$261	0.03%	413
2025 Q1	$1.24M	Hold	24,056	–	–	0.04%	398
2024 Q4	$1.37M	Hold	24,056	–	–	0.04%	386
2024 Q3	$1.28M	Buy	24,056 +1,741	+8%	+$85.5K	0.04%	402
2024 Q2	$1.18M	Sell	22,315 -2,753	-11%	-$107K	0.04%	435
2024 Q1	$1.02M	Hold	25,068	–	–	0.03%	466
2023 Q4	$1.12M	Hold	25,068	–	–	0.04%	422
2023 Q3	$940K	Buy	25,068 +703	+3%	+$28.1K	0.04%	439
2023 Q2	$953K	Buy	24,365 +4,100	+20%	+$170K	0.04%	447
2023 Q1	$904K	Sell	20,265 -5,400	-21%	-$276K	0.04%	451
2022 Q4	$1.26M	Buy	+25,665	New	+$1.27M	0.06%	348

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 $3.37T AUM 44.26% 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

Mutual Advisors's EFSC Position: Q2 2026 in Review

Mutual Advisors increased its Enterprise Financial Services Corp (EFSC) stake by 0.3% in Q2 2026, buying an estimated $4.27K and bringing the position to 24,132 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #485.

Mutual Advisors 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.

Mutual Advisors held 24,132 shares of Enterprise Financial Services Corp worth $1.59M as of Q2 2026.
Mutual Advisors bought 71 Enterprise Financial Services Corp shares in Q2 2026, an estimated $4.27K.
Enterprise Financial Services Corp made up 0.03% of Mutual Advisors's portfolio in Q2 2026, its #485 holding.
Mutual Advisors 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 Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.