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Opal Wealth Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

Opal Wealth Advisors’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
-554
Closed -$30K – 336
2026
Q1 		$30K Buy
+554
New +$31.2K 0.01% 500
2025
Q3 		– Sell
-525
Closed -$28.9K – 302
2025
Q2 		$28.9K Hold
525
– – 0.01% 485
2025
Q1 		$28.2K Buy
+525
New +$30.2K 0.01% 456
2024
Q3 		– Sell
-462
Closed -$18.9K – 479
2024
Q2 		$18.9K Buy
+462
New +$18K 0.01% 526

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

Opal Wealth Advisors's EFSC Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Enterprise Financial Services Corp (EFSC) in Q2 2026, closing a stake of 554 shares — an estimated $30K sold.

Opal Wealth Advisors first reported a position in EFSC in Q2 2024 and held it in 4 quarters. The position peaked at $30K in Q1 2026. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Enterprise Financial Services Corp position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 554 Enterprise Financial Services Corp shares in Q2 2026, an estimated $30K.
  • Opal Wealth Advisors first reported a position in Enterprise Financial Services Corp in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Enterprise Financial Services Corp position peaked at $30K in Q1 2026.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.