Northwestern Mutual Wealth Management’s Enterprise Financial Services Corp EFSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $60.5K | Buy |
918
+85
| +10% | +$5.11K | ﹤0.01% | 2465 |
|
|
2026
Q1 | $45.1K | Sell |
833
-11
| -1% | -$620 | ﹤0.01% | 2475 |
|
|
2025
Q4 | $45.6K | Buy |
844
+11
| +1% | +$604 | ﹤0.01% | 2439 |
|
|
2025
Q3 | $48.3K | Sell |
833
-50
| -6% | -$2.91K | ﹤0.01% | 2332 |
|
|
2025
Q2 | $48.7K | Sell |
883
-3,007
| -77% | -$157K | ﹤0.01% | 2268 |
|
|
2025
Q1 | $209K | Hold |
3,890
| – | – | ﹤0.01% | 1642 |
|
|
2024
Q4 | $219K | Buy |
3,890
+50
| +1% | +$2.8K | ﹤0.01% | 1612 |
|
|
2024
Q3 | $197K | Hold |
3,840
| – | – | ﹤0.01% | 1625 |
|
|
2024
Q2 | $157K | Sell |
3,840
-160
| -4% | -$6.22K | ﹤0.01% | 1659 |
|
|
2024
Q1 | $162K | Buy |
+4,000
| New | +$164K | ﹤0.01% | 1631 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$7.5K | – | 3526 |
|
|
2023
Q3 | $7.5K | Sell |
200
-4,061
| -95% | -$162K | ﹤0.01% | 2631 |
|
|
2023
Q2 | $167K | Buy |
4,261
+61
| +1% | +$2.52K | ﹤0.01% | 1535 |
|
|
2023
Q1 | $187K | Hold |
4,200
| – | – | ﹤0.01% | 1466 |
|
|
2022
Q4 | $206K | Hold |
4,200
| – | – | ﹤0.01% | 1412 |
|
|
2022
Q3 | $185K | Hold |
4,200
| – | – | ﹤0.01% | 1421 |
|
|
2022
Q2 | $174K | Hold |
4,200
| – | – | ﹤0.01% | 1440 |
|
|
2022
Q1 | $198K | Hold |
4,200
| – | – | ﹤0.01% | 1438 |
|
|
2021
Q4 | $197K | Hold |
4,200
| – | – | ﹤0.01% | 1445 |
|
|
2021
Q3 | $190K | Hold |
4,200
| – | – | ﹤0.01% | 1362 |
|
|
2021
Q2 | $195K | Hold |
4,200
| – | – | ﹤0.01% | 1323 |
|
|
2021
Q1 | $208K | Hold |
4,200
| – | – | ﹤0.01% | 1231 |
|
|
2020
Q4 | $147K | Hold |
4,200
| – | – | ﹤0.01% | 1255 |
|
|
2020
Q3 | $115K | Hold |
4,200
| – | – | ﹤0.01% | 1221 |
|
|
2020
Q2 | $131K | Hold |
4,200
| – | – | ﹤0.01% | 1116 |
|
|
2020
Q1 | $117K | Hold |
4,200
| – | – | ﹤0.01% | 1058 |
|
|
2019
Q4 | $202K | Sell |
4,200
-509
| -11% | -$22.6K | ﹤0.01% | 946 |
|
|
2019
Q3 | $192K | Hold |
4,709
| – | – | ﹤0.01% | 909 |
|
|
2019
Q2 | $196K | Buy |
4,709
+200
| +4% | +$8.37K | ﹤0.01% | 893 |
|
|
2019
Q1 | $184K | Buy |
4,509
+4,000
| +786% | +$172K | ﹤0.01% | 887 |
|
|
2018
Q4 | $19K | Sell |
509
-36
| -7% | -$1.6K | ﹤0.01% | 1606 |
|
|
2018
Q3 | $29K | Buy |
545
+36
| +7% | +$2K | ﹤0.01% | 1509 |
|
|
2018
Q2 | $27K | Hold |
509
| – | – | ﹤0.01% | 1492 |
|
|
2018
Q1 | $24K | Buy |
+509
| New | +$24.3K | ﹤0.01% | 1459 |
|
|
2017
Q1 | – | Sell |
-26
| Closed | -$1K | – | 2100 |
|
|
2016
Q4 | $1K | Buy |
+26
| New | +$952 | ﹤0.01% | 2154 |
|
Other funds holding EFSC
NAMI
Northwestern Mutual Wealth Management's EFSC Position: Q2 2026 in Review
Northwestern Mutual Wealth Management increased its Enterprise Financial Services Corp (EFSC) stake by 10% in Q2 2026, buying an estimated $5.11K and bringing the position to 918 shares worth $60.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2465.
Northwestern Mutual Wealth Management first reported a position in EFSC in Q4 2016 and has held it in 34 quarters since. The position peaked at $219K in Q4 2024. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.
- Northwestern Mutual Wealth Management held 918 shares of Enterprise Financial Services Corp worth $60.5K as of Q2 2026.
- Northwestern Mutual Wealth Management bought 85 Enterprise Financial Services Corp shares in Q2 2026, an estimated $5.11K.
- Enterprise Financial Services Corp made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2465 holding.
- Northwestern Mutual Wealth Management first reported a position in Enterprise Financial Services Corp in Q4 2016 and has held it in 34 quarters since.
- Northwestern Mutual Wealth Management's Enterprise Financial Services Corp position peaked at $219K in Q4 2024.
- 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.