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NFJ Investment Group’s Enterprise Financial Services Corp EFSC Stock Holding History

NFJ Investment Group’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 		$9.51M Sell
175,836
-2,414
-1% -$136K 0.36% 77
2025
Q4 		$9.63M Sell
178,250
-6,534
-4% -$359K 0.35% 78
2025
Q3 		$10.7M Buy
184,784
+122,355
+196% +$7.12M 0.37% 76
2025
Q2 		$3.44M Sell
62,429
-1,206
-2% -$62.9K 0.12% 151
2025
Q1 		$3.42M Hold
63,635
– – 0.12% 152
2024
Q4 		$3.59M Sell
63,635
-774
-1% -$43.3K 0.12% 157
2024
Q3 		$3.3M Sell
64,409
-20,674
-24% -$1.02M 0.1% 168
2024
Q2 		$3.48M Sell
85,083
-5,533
-6% -$215K 0.11% 151
2024
Q1 		$3.68M Sell
90,616
-4,049
-4% -$166K 0.1% 152
2023
Q4 		$4.23M Sell
94,665
-17,913
-16% -$700K 0.12% 131
2023
Q3 		$4.22M Buy
112,578
+30,566
+37% +$1.22M 0.12% 127
2023
Q2 		$3.21M Buy
82,012
+1,404
+2% +$58.1K 0.09% 185
2023
Q1 		$3.59M Sell
80,608
-5,734
-7% -$293K 0.1% 190
2022
Q4 		$4.23M Sell
86,342
-6,639
-7% -$330K 0.11% 167
2022
Q3 		$3.92M Sell
92,981
-22,029
-19% -$1M 0.1% 205
2022
Q2 		$4.77M Sell
115,010
-3,349
-3% -$149K 0.11% 181
2022
Q1 		$5.6M Buy
118,359
+10,970
+10% +$538K 0.11% 186
2021
Q4 		$5.06M Sell
107,389
-5,871
-5% -$280K 0.09% 220
2021
Q3 		$5.13M Sell
113,260
-11,391
-9% -$510K 0.1% 211
2021
Q2 		$5.78M Sell
124,651
-3,013
-2% -$148K 0.11% 210
2021
Q1 		$6.31M Buy
+127,664
New +$5.38M 0.13% 205

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NFJ Investment Group's EFSC Position: Q1 2026 in Review

NFJ Investment Group reduced its Enterprise Financial Services Corp (EFSC) stake by 1.4% in Q1 2026, selling an estimated $136K and leaving 175,836 shares worth $9.51M. The position accounts for 0.36% of the portfolio, ranked #77.

NFJ Investment Group first reported a position in EFSC in Q1 2021 and has held it in 21 quarters since. The position peaked at $10.7M in Q3 2025. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • NFJ Investment Group held 175,836 shares of Enterprise Financial Services Corp worth $9.51M as of Q1 2026.
  • NFJ Investment Group sold 2,414 Enterprise Financial Services Corp shares in Q1 2026, an estimated $136K.
  • Enterprise Financial Services Corp made up 0.36% of NFJ Investment Group's portfolio in Q1 2026, its #77 holding.
  • NFJ Investment Group first reported a position in Enterprise Financial Services Corp in Q1 2021 and has held it in 21 quarters since.
  • NFJ Investment Group's Enterprise Financial Services Corp position peaked at $10.7M in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on NFJ Investment Group's 13F filing for Q1 2026, filed 13 May 2026.