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Oppenheimer Asset Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Oppenheimer Asset 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 		$1.51M Sell
22,931
-471
-2% -$28.3K 0.02% 653
2026
Q1 		$1.27M Sell
23,402
-441
-2% -$24.9K 0.01% 668
2025
Q4 		$1.29M Sell
23,843
-2,043
-8% -$112K 0.02% 612
2025
Q3 		$1.5M Sell
25,886
-283
-1% -$16.5K 0.02% 656
2025
Q2 		$1.44M Sell
26,169
-4,608
-15% -$240K 0.02% 664
2025
Q1 		$1.65M Sell
30,777
-456
-1% -$26.3K 0.02% 576
2024
Q4 		$1.76M Buy
31,233
+297
+1% +$16.6K 0.02% 572
2024
Q3 		$1.59M Sell
30,936
-579
-2% -$28.4K 0.02% 613
2024
Q2 		$1.29M Buy
31,515
+3,055
+11% +$119K 0.02% 650
2024
Q1 		$1.15M Sell
28,460
-2,503
-8% -$103K 0.02% 650
2023
Q4 		$1.38M Sell
30,963
-2,447
-7% -$95.6K 0.02% 616
2023
Q3 		$1.25M Sell
33,410
-288
-0.9% -$11.5K 0.02% 629
2023
Q2 		$1.32M Sell
33,698
-147
-0.4% -$6.08K 0.02% 619
2023
Q1 		$1.51M Buy
33,845
+5,344
+19% +$273K 0.02% 565
2022
Q4 		$1.4M Sell
28,501
-444
-2% -$22.1K 0.02% 585
2022
Q3 		$1.27M Buy
28,945
+1,108
+4% +$50.4K 0.02% 586
2022
Q2 		$1.16M Sell
27,837
-1,790
-6% -$79.7K 0.02% 633
2022
Q1 		$1.4M Sell
29,627
-47
-0.2% -$2.31K 0.02% 646
2021
Q4 		$1.4M Sell
29,674
-149
-0.5% -$7.11K 0.02% 669
2021
Q3 		$1.35M Buy
29,823
+111
+0.4% +$4.97K 0.02% 652
2021
Q2 		$1.38M Buy
29,712
+560
+2% +$27.4K 0.02% 652
2021
Q1 		$1.44M Buy
29,152
+8,179
+39% +$344K 0.02% 615
2020
Q4 		$733K Sell
20,973
-2,393
-10% -$78.3K 0.01% 780
2020
Q3 		$637K Sell
23,366
-551
-2% -$16.3K 0.01% 748
2020
Q2 		$744K Sell
23,917
-788
-3% -$22.9K 0.02% 678
2020
Q1 		$690K Sell
24,705
-1,016
-4% -$40.8K 0.02% 649
2019
Q4 		$1.24M Buy
25,721
+54
+0.2% +$2.4K 0.03% 573
2019
Q3 		$1.05M Sell
25,667
-184
-0.7% -$7.42K 0.02% 596
2019
Q2 		$1.07M Buy
25,851
+8,859
+52% +$371K 0.02% 599
2019
Q1 		$693K Buy
16,992
+820
+5% +$35.3K 0.02% 704
2018
Q4 		$609K Sell
16,172
-2,530
-14% -$113K 0.02% 699
2018
Q3 		$992K Buy
18,702
+4,614
+33% +$257K 0.02% 619
2018
Q2 		$760K Sell
14,088
-67
-0.5% -$3.51K 0.02% 674
2018
Q1 		$664K Buy
+14,155
New +$676K 0.02% 705

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

Oppenheimer Asset Management's EFSC Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its Enterprise Financial Services Corp (EFSC) stake by 2% in Q2 2026, selling an estimated $28.3K and leaving 22,931 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #653.

Oppenheimer Asset Management first reported a position in EFSC in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.76M in Q4 2024. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Oppenheimer Asset Management held 22,931 shares of Enterprise Financial Services Corp worth $1.51M as of Q2 2026.
  • Oppenheimer Asset Management sold 471 Enterprise Financial Services Corp shares in Q2 2026, an estimated $28.3K.
  • Enterprise Financial Services Corp made up 0.02% of Oppenheimer Asset Management's portfolio in Q2 2026, its #653 holding.
  • Oppenheimer Asset Management first reported a position in Enterprise Financial Services Corp in Q1 2018 and has held it in 34 quarters since.
  • Oppenheimer Asset Management's Enterprise Financial Services Corp position peaked at $1.76M in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.