Parallel Advisors
EFSC icon

Parallel Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

Parallel 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
Q3 		$3.18K Hold
54
– – ﹤0.01% 3518
2026
Q2 		$3.56K Hold
54
– – ﹤0.01% 3347
2026
Q1 		$2.92K Hold
54
– – ﹤0.01% 3240
2025
Q4 		$2.92K Sell
54
-16
-23% -$879 ﹤0.01% 3025
2025
Q3 		$4.06K Hold
70
– – ﹤0.01% 2857
2025
Q2 		$3.86K Buy
70
+16
+30% +$835 ﹤0.01% 2824
2025
Q1 		$2.9K Sell
54
-7
-11% -$403 ﹤0.01% 2865
2024
Q4 		$3.44K Buy
+61
New +$3.41K ﹤0.01% 2781
2024
Q1 		– Sell
-20
Closed -$893 – 3332
2023
Q4 		$893 Buy
+20
New +$781 ﹤0.01% 2962
2023
Q2 		– Sell
-36
Closed -$1.6K – 3408
2023
Q1 		$1.6K Buy
36
+8
+29% +$409 ﹤0.01% 2831
2022
Q4 		$1.37K Hold
28
– – ﹤0.01% 2813
2022
Q3 		$1K Buy
28
+21
+300% +$955 ﹤0.01% 2890
2022
Q2 		$0 Buy
+7
New +$312 ﹤0.01% 3072
2022
Q1 		– Sell
-6
Closed -$294 – 3043
2021
Q4 		$0 Sell
6
-2
-25% -$95 ﹤0.01% 3139
2021
Q3 		$0 Buy
+8
New +$358 ﹤0.01% 3118
2018
Q1 		– Sell
-21
Closed -$1K – 2096
2017
Q4 		$1K Hold
21
– – ﹤0.01% 1960
2017
Q3 		$1K Hold
21
– – ﹤0.01% 1964
2017
Q2 		$1K Hold
21
– – ﹤0.01% 1977
2017
Q1 		$1K Buy
+21
New +$891 ﹤0.01% 1868

Other funds holding EFSC

Western Financial Corp
Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return
Enterprise Financial Services Corp (EFSC)
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $241M AUM 31.06% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Parallel Advisors's EFSC Position: Q3 2026 in Review

Parallel Advisors held its Enterprise Financial Services Corp (EFSC) position steady in Q3 2026 at 54 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #3518.

Parallel Advisors first reported a position in EFSC in Q1 2017 and has held it in 19 quarters since. The position peaked at $4.06K in Q3 2025. 57 funds tracked by Wall St. Rank hold EFSC as of Q3 2026.

  • Parallel Advisors held 54 shares of Enterprise Financial Services Corp worth $3.18K as of Q3 2026.
  • Parallel Advisors left its Enterprise Financial Services Corp share count unchanged in Q3 2026.
  • Enterprise Financial Services Corp made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3518 holding.
  • Parallel Advisors first reported a position in Enterprise Financial Services Corp in Q1 2017 and has held it in 19 quarters since.
  • Parallel Advisors's Enterprise Financial Services Corp position peaked at $4.06K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.