Occudo Quantitative Strategies’s Enterprise Financial Services Corp EFSC Stock Holding History

Occudo Quantitative Strategies’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	$2.9M	Buy	43,954 +27,247	+163%	+$1.64M	0.15%	193
2026 Q1	$966K	Buy	+16,707	New	+$942K	0.05%	391
2024 Q4	–	Sell	-8,527	Closed	-$437K	–	744
2024 Q3	$437K	Buy	8,527 +2,642	+45%	+$130K	0.08%	320
2024 Q2	$241K	Sell	5,885 -2,536	-30%	-$98.5K	0.04%	540
2024 Q1	$342K	Buy	8,421 +208	+3%	+$8.52K	0.06%	429
2023 Q4	$367K	Buy	+8,213	New	+$321K	0.05%	481
2023 Q3	–	Sell	-8,580	Closed	-$335K	–	1060
2023 Q2	$335K	Buy	+8,580	New	+$355K	0.03%	707
2022 Q4	–	Sell	-7,908	Closed	-$348K	–	1074
2022 Q3	$348K	Sell	7,908 -26	-0.3%	-$1.18K	0.03%	796
2022 Q2	$329K	Hold	7,934	–	–	0.03%	763
2022 Q1	$375K	Buy	7,934 +2,447	+45%	+$120K	0.03%	743
2021 Q4	$258K	Buy	+5,487	New	+$262K	0.02%	814

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

Occudo Quantitative Strategies's EFSC Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its Enterprise Financial Services Corp (EFSC) stake by 163% in Q2 2026, buying an estimated $1.64M and bringing the position to 43,954 shares worth $2.9M. The position accounts for 0.15% of the portfolio, ranked #193.

Occudo Quantitative Strategies first reported a position in EFSC in Q4 2021 and has held it in 11 quarters since. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Occudo Quantitative Strategies held 43,954 shares of Enterprise Financial Services Corp worth $2.9M as of Q2 2026.
Occudo Quantitative Strategies bought 27,247 Enterprise Financial Services Corp shares in Q2 2026, an estimated $1.64M.
Enterprise Financial Services Corp made up 0.15% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #193 holding.
Occudo Quantitative Strategies first reported a position in Enterprise Financial Services Corp in Q4 2021 and has held it in 11 quarters since.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.