Navigoe Wealth Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Navigoe Wealth 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	$0	Buy	+1	New	+$60	﹤0.01%	646

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

Navigoe Wealth Management's EFSC Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in Enterprise Financial Services Corp (EFSC) in Q2 2026: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #646 among its holdings.

266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Navigoe Wealth Management held 1 share of Enterprise Financial Services Corp worth $0 as of Q2 2026.
Enterprise Financial Services Corp was a new Navigoe Wealth Management position in Q2 2026.
Enterprise Financial Services Corp made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #646 holding.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.