Orion Capital Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Orion Capital 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	$66	Hold	1	–	–	﹤0.01%	511
2026 Q1	$54	Hold	1	–	–	﹤0.01%	482
2025 Q4	$54	Hold	1	–	–	﹤0.01%	496
2025 Q3	$58	Hold	1	–	–	﹤0.01%	551
2025 Q2	$55	Hold	1	–	–	﹤0.01%	473
2025 Q1	$54	Hold	1	–	–	﹤0.01%	467
2024 Q4	$56	Buy	+1	New	+$56	﹤0.01%	475
2024 Q3	–	Sell	-1	Closed	-$41	–	245
2024 Q2	$41	Hold	1	–	–	﹤0.01%	436
2024 Q1	$41	Hold	1	–	–	﹤0.01%	505
2023 Q4	$45	Hold	1	–	–	﹤0.01%	513
2023 Q3	$38	Buy	+1	New	+$40	﹤0.01%	501
2023 Q2	–	Sell	-1	Closed	-$45	–	236
2023 Q1	$45	Hold	1	–	–	﹤0.01%	452
2022 Q4	$49	Hold	1	–	–	﹤0.01%	393
2022 Q3	$0	Hold	1	–	–	﹤0.01%	410
2022 Q2	$0	Hold	1	–	–	﹤0.01%	424
2022 Q1	$0	Hold	1	–	–	﹤0.01%	413
2021 Q4	$0	Hold	1	–	–	﹤0.01%	379
2021 Q3	$0	Buy	+1	New	+$45	﹤0.01%	373

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

Orion Capital Management's EFSC Position: Q2 2026 in Review

Orion Capital Management held its Enterprise Financial Services Corp (EFSC) position steady in Q2 2026 at 1 share worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Orion Capital Management first reported a position in EFSC in Q3 2021 and has held it in 18 quarters since. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Orion Capital Management held 1 share of Enterprise Financial Services Corp worth $66 as of Q2 2026.
Orion Capital Management left its Enterprise Financial Services Corp share count unchanged in Q2 2026.
Enterprise Financial Services Corp made up ﹤0.01% of Orion Capital Management's portfolio in Q2 2026, its #511 holding.
Orion Capital Management first reported a position in Enterprise Financial Services Corp in Q3 2021 and has held it in 18 quarters since.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.