Phocas Financial Corp’s Enterprise Financial Services Corp EFSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.53M | Sell |
99,188
-5,174
| -5% | -$311K | 0.91% | 42 |
|
|
2026
Q1 | $5.65M | Sell |
104,362
-29,143
| -22% | -$1.64M | 0.89% | 49 |
|
|
2025
Q4 | $7.21M | Sell |
133,505
-322
| -0.2% | -$17.7K | 0.94% | 41 |
|
|
2025
Q3 | $7.76M | Buy |
133,827
+2,730
| +2% | +$159K | 1.01% | 31 |
|
|
2025
Q2 | $7.22M | Buy |
131,097
+19
| +0% | +$991 | 1.04% | 37 |
|
|
2025
Q1 | $7.04M | Sell |
131,078
-7,420
| -5% | -$427K | 1.08% | 35 |
|
|
2024
Q4 | $7.81M | Buy |
+138,498
| New | +$7.75M | 1.04% | 31 |
|
|
2023
Q4 | $10.2M | Buy |
228,840
+4,060
| +2% | +$159K | 1.35% | 9 |
|
|
2023
Q3 | $8.43M | Sell |
224,780
-213
| -0.1% | -$8.5K | 1.23% | 17 |
|
|
2023
Q2 | $8.8M | Sell |
224,993
-1,286
| -0.6% | -$53.2K | 1.2% | 16 |
|
|
2023
Q1 | $10.1M | Buy |
226,279
+2,172
| +1% | +$111K | 1.45% | 8 |
|
|
2022
Q4 | $11M | Buy |
224,107
+44,707
| +25% | +$2.22M | 1.58% | 5 |
|
|
2022
Q3 | $7.9M | Buy |
179,400
+5,559
| +3% | +$253K | 1.22% | 17 |
|
|
2022
Q2 | $7.21M | Sell |
173,841
-1,977
| -1% | -$88.1K | 1.08% | 24 |
|
|
2022
Q1 | $8.32M | Sell |
175,818
-2,955
| -2% | -$145K | 1.04% | 27 |
|
|
2021
Q4 | $8.42M | Sell |
178,773
-4,351
| -2% | -$208K | 1.07% | 27 |
|
|
2021
Q3 | $8.29M | Buy |
183,124
+987
| +0.5% | +$44.2K | 1.05% | 25 |
|
|
2021
Q2 | $8.45M | Sell |
182,137
-8,318
| -4% | -$407K | 1.06% | 24 |
|
|
2021
Q1 | $9.42M | Sell |
190,455
-7,078
| -4% | -$298K | 1.24% | 15 |
|
|
2020
Q4 | $6.9M | Sell |
197,533
-40,176
| -17% | -$1.31M | 1.06% | 28 |
|
|
2020
Q3 | $6.48M | Buy |
237,709
+62,691
| +36% | +$1.85M | 1.11% | 23 |
|
|
2020
Q2 | $5.45M | Sell |
175,018
-15,206
| -8% | -$442K | 0.97% | 35 |
|
|
2020
Q1 | $5.31M | Sell |
190,224
-16,742
| -8% | -$673K | 1.07% | 22 |
|
|
2019
Q4 | $9.98M | Buy |
206,966
+15,698
| +8% | +$697K | 1.2% | 16 |
|
|
2019
Q3 | $7.79M | Sell |
191,268
-366
| -0.2% | -$14.8K | 0.83% | 51 |
|
|
2019
Q2 | $7.97M | Sell |
191,634
-20,687
| -10% | -$865K | 0.85% | 48 |
|
|
2019
Q1 | $8.66M | Sell |
212,321
-2,375
| -1% | -$102K | 0.87% | 47 |
|
|
2018
Q4 | $8.08M | Sell |
214,696
-4,997
| -2% | -$222K | 0.9% | 41 |
|
|
2018
Q3 | $11.7M | Sell |
219,693
-4,134
| -2% | -$230K | 1.02% | 31 |
|
|
2018
Q2 | $12.1M | Sell |
223,827
-2,176
| -1% | -$114K | 1.04% | 28 |
|
|
2018
Q1 | $10.6M | Sell |
226,003
-12,842
| -5% | -$613K | 0.95% | 39 |
|
|
2017
Q4 | $10.8M | Sell |
238,845
-10,077
| -4% | -$441K | 0.9% | 46 |
|
|
2017
Q3 | $11M | Buy |
248,922
+5,676
| +2% | +$225K | 0.92% | 42 |
|
|
2017
Q2 | $9.92M | Buy |
243,246
+129,651
| +114% | +$5.39M | 0.9% | 48 |
|
|
2017
Q1 | $4.82M | Buy |
+113,595
| New | +$4.82M | 0.45% | 95 |
|
Other funds holding EFSC
NAMI
Phocas Financial Corp's EFSC Position: Q2 2026 in Review
Phocas Financial Corp reduced its Enterprise Financial Services Corp (EFSC) stake by 5% in Q2 2026, selling an estimated $311K and leaving 99,188 shares worth $6.53M. The position accounts for 0.91% of the portfolio, ranked #42.
Phocas Financial Corp first reported a position in EFSC in Q1 2017 and has held it in 35 quarters since. The position peaked at $12.1M in Q2 2018. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.
- Phocas Financial Corp held 99,188 shares of Enterprise Financial Services Corp worth $6.53M as of Q2 2026.
- Phocas Financial Corp sold 5,174 Enterprise Financial Services Corp shares in Q2 2026, an estimated $311K.
- Enterprise Financial Services Corp made up 0.91% of Phocas Financial Corp's portfolio in Q2 2026, its #42 holding.
- Phocas Financial Corp first reported a position in Enterprise Financial Services Corp in Q1 2017 and has held it in 35 quarters since.
- Phocas Financial Corp's Enterprise Financial Services Corp position peaked at $12.1M in Q2 2018.
- 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.
Based on Phocas Financial Corp's 13F filing for Q2 2026, filed 31 Jul 2026.