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Mutual of America Capital Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Mutual of America Capital Management’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 		– Sell
-129,103
Closed -$6.99M – 1462
2026
Q1 		$6.99M Sell
129,103
-935
-0.7% -$52.7K 0.08% 294
2025
Q4 		$7.02M Sell
130,038
-6,459
-5% -$355K 0.07% 303
2025
Q3 		$7.91M Sell
136,497
-4,246
-3% -$247K 0.08% 263
2025
Q2 		$7.75M Sell
140,743
-945
-0.7% -$49.3K 0.08% 267
2025
Q1 		$7.61M Hold
141,688
– – 0.09% 253
2024
Q4 		$7.99M Buy
141,688
+3,356
+2% +$188K 0.09% 249
2024
Q3 		$7.09M Sell
138,332
-3,934
-3% -$193K 0.07% 303
2024
Q2 		$5.82M Sell
142,266
-15,759
-10% -$612K 0.06% 370
2024
Q1 		$6.41M Buy
158,025
+6,517
+4% +$267K 0.07% 337
2023
Q4 		$6.76M Sell
151,508
-2,578
-2% -$101K 0.08% 280
2023
Q3 		$5.78M Buy
154,086
+3,821
+3% +$152K 0.07% 311
2023
Q2 		$5.88M Sell
150,265
-8,527
-5% -$353K 0.07% 367
2023
Q1 		$7.08M Sell
158,792
-4,980
-3% -$255K 0.08% 277
2022
Q4 		$8.02M Sell
163,772
-9,151
-5% -$455K 0.1% 226
2022
Q3 		$7.62M Buy
172,923
+1,423
+0.8% +$64.7K 0.1% 211
2022
Q2 		$7.12M Sell
171,500
-3,176
-2% -$141K 0.09% 264
2022
Q1 		$8.26M Sell
174,676
-1,074
-0.6% -$52.7K 0.09% 274
2021
Q4 		$8.28M Sell
175,750
-1,347
-0.8% -$64.3K 0.08% 298
2021
Q3 		$8.02M Buy
177,097
+28,261
+19% +$1.27M 0.08% 284
2021
Q2 		$6.91M Buy
148,836
+12,097
+9% +$592K 0.07% 362
2021
Q1 		$6.76M Sell
136,739
-17,236
-11% -$726K 0.07% 347
2020
Q4 		$5.38M Hold
153,975
– – 0.06% 418
2020
Q3 		$4.2M Sell
153,975
-4,774
-3% -$141K 0.06% 449
2020
Q2 		$4.94M Sell
158,749
-1,304
-0.8% -$37.9K 0.07% 365
2020
Q1 		$4.47M Hold
160,053
– – 0.07% 319
2019
Q4 		$7.72M Sell
160,053
-4,564
-3% -$203K 0.1% 237
2019
Q3 		$6.71M Buy
164,617
+6,228
+4% +$251K 0.09% 262
2019
Q2 		$6.59M Sell
158,389
-5,877
-4% -$246K 0.09% 259
2019
Q1 		$6.7M Sell
164,266
-380
-0.2% -$16.3K 0.1% 251
2018
Q4 		$6.2M Sell
164,646
-3,664
-2% -$163K 0.1% 236
2018
Q3 		$8.93M Buy
168,310
+5,511
+3% +$307K 0.13% 162
2018
Q2 		$8.78M Sell
162,799
-988
-0.6% -$51.7K 0.13% 153
2018
Q1 		$7.68M Sell
163,787
-703
-0.4% -$33.6K 0.12% 187
2017
Q4 		$7.43M Buy
164,490
+9,126
+6% +$399K 0.11% 207
2017
Q3 		$6.58M Buy
155,364
+4,256
+3% +$168K 0.11% 232
2017
Q2 		$6.17M Buy
151,108
+1,254
+0.8% +$52.2K 0.11% 232
2017
Q1 		$6.35M Buy
149,854
+1,070
+0.7% +$45.4K 0.11% 215
2016
Q4 		$6.4M Buy
148,784
+4,298
+3% +$157K 0.12% 194
2016
Q3 		$4.51M Buy
144,486
+707
+0.5% +$20.9K 0.09% 307
2016
Q2 		$4.01M Buy
143,779
+8,637
+6% +$235K 0.09% 338
2016
Q1 		$3.65M Sell
135,142
-96
-0.1% -$2.62K 0.08% 357
2015
Q4 		$3.83M Buy
135,238
+11,441
+9% +$322K 0.09% 317
2015
Q3 		$3.12M Sell
123,797
-388
-0.3% -$9.29K 0.07% 402
2015
Q2 		$2.83M Hold
124,185
– – 0.06% 503
2015
Q1 		$2.57M Buy
124,185
+5,387
+5% +$108K 0.06% 583
2014
Q4 		$2.34M Buy
118,798
+4,816
+4% +$89.3K 0.05% 618
2014
Q3 		$1.91M Buy
113,982
+6,452
+6% +$113K 0.05% 696
2014
Q2 		$1.94M Buy
107,530
+7,320
+7% +$134K 0.05% 705
2014
Q1 		$2.01M Buy
100,210
+38,980
+64% +$745K 0.05% 672
2013
Q4 		$1.25M Buy
+61,230
New +$1.13M 0.03% 881

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

Mutual of America Capital Management's EFSC Position: Q2 2026 in Review

Mutual of America Capital Management sold out of Enterprise Financial Services Corp (EFSC) in Q2 2026, closing a stake of 129,103 shares — an estimated $6.99M sold.

Mutual of America Capital Management first reported a position in EFSC in Q4 2013 and held it in 50 quarters. The position peaked at $8.93M in Q3 2018. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Mutual of America Capital Management reported no remaining Enterprise Financial Services Corp position as of Q2 2026 after selling out during the quarter.
  • Mutual of America Capital Management sold 129,103 Enterprise Financial Services Corp shares in Q2 2026, an estimated $6.99M.
  • Mutual of America Capital Management first reported a position in Enterprise Financial Services Corp in Q4 2013 and held it in 50 quarters.
  • Mutual of America Capital Management's Enterprise Financial Services Corp position peaked at $8.93M in Q3 2018.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.