Principal Financial Group
EFSC icon

Principal Financial Group’s Enterprise Financial Services Corp EFSC Stock Holding History

Principal Financial Group’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
Q1 		– Sell
-36,225
Closed -$1.96M – 2216
2025
Q4 		$1.96M Buy
36,225
+10,695
+42% +$587K ﹤0.01% 1842
2025
Q3 		$1.48M Sell
25,530
-8,064
-24% -$469K ﹤0.01% 1863
2025
Q2 		$1.85M Buy
33,594
+14,380
+75% +$750K ﹤0.01% 1812
2025
Q1 		$1.03M Buy
19,214
+1,962
+11% +$113K ﹤0.01% 1848
2024
Q4 		$973K Buy
17,252
+1,128
+7% +$63.1K ﹤0.01% 1876
2024
Q3 		$827K Sell
16,124
-3,268
-17% -$161K ﹤0.01% 1878
2024
Q2 		$793K Buy
19,392
+1,488
+8% +$57.8K ﹤0.01% 1884
2024
Q1 		$726K Buy
17,904
+2,276
+15% +$93.2K ﹤0.01% 1916
2023
Q4 		$698K Buy
15,628
+2,192
+16% +$85.6K ﹤0.01% 1887
2023
Q3 		$504K Sell
13,436
-274,924
-95% -$11M ﹤0.01% 1948
2023
Q2 		$11.3M Sell
288,360
-2,015
-0.7% -$83.3K 0.01% 1189
2023
Q1 		$12.9M Buy
290,375
+4,684
+2% +$240K 0.01% 1119
2022
Q4 		$14M Buy
285,691
+359
+0.1% +$17.8K 0.01% 1048
2022
Q3 		$12.6M Sell
285,332
-10,727
-4% -$488K 0.01% 1051
2022
Q2 		$12.3M Buy
296,059
+268,063
+958% +$11.9M 0.01% 1138
2022
Q1 		$1.32M Sell
27,996
-14,162
-34% -$695K ﹤0.01% 1925
2021
Q4 		$1.99M Buy
42,158
+10,448
+33% +$499K ﹤0.01% 1858
2021
Q3 		$1.44M Sell
31,710
-236
-0.7% -$10.6K ﹤0.01% 1928
2021
Q2 		$1.48M Buy
31,946
+13,040
+69% +$638K ﹤0.01% 1969
2021
Q1 		$935K Buy
18,906
+1,443
+8% +$60.8K ﹤0.01% 2006
2020
Q4 		$610K Sell
17,463
-1,303
-7% -$42.6K ﹤0.01% 2063
2020
Q3 		$512K Buy
18,766
+8,856
+89% +$262K ﹤0.01% 2020
2020
Q2 		$308K Sell
9,910
-804
-8% -$23.4K ﹤0.01% 2078
2020
Q1 		$299K Buy
10,714
+44
+0.4% +$1.77K ﹤0.01% 1966
2019
Q4 		$514K Buy
10,670
+1,427
+15% +$63.4K ﹤0.01% 1942
2019
Q3 		$377K Buy
9,243
+688
+8% +$27.7K ﹤0.01% 2007
2019
Q2 		$356K Sell
8,555
-5,366
-39% -$224K ﹤0.01% 2029
2019
Q1 		$568K Sell
13,921
-62
-0.4% -$2.67K ﹤0.01% 1907
2018
Q4 		$526K Sell
13,983
-1,386
-9% -$61.7K ﹤0.01% 1908
2018
Q3 		$815K Sell
15,369
-4,463
-23% -$248K ﹤0.01% 1880
2018
Q2 		$1.07M Buy
19,832
+2,883
+17% +$151K ﹤0.01% 1837
2018
Q1 		$795K Buy
16,949
+1,575
+10% +$75.2K ﹤0.01% 1865
2017
Q4 		$694K Buy
15,374
+3,799
+33% +$166K ﹤0.01% 1910
2017
Q3 		$490K Sell
11,575
-5,366
-32% -$212K ﹤0.01% 1933
2017
Q2 		$691K Buy
16,941
+8,703
+106% +$362K ﹤0.01% 1899
2017
Q1 		$349K Sell
8,238
-5,004
-38% -$212K ﹤0.01% 1981
2016
Q4 		$569K Buy
+13,242
New +$485K ﹤0.01% 1903

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group's EFSC Position: Q1 2026 in Review

Principal Financial Group sold out of Enterprise Financial Services Corp (EFSC) in Q1 2026, closing a stake of 36,225 shares — an estimated $1.96M sold.

Principal Financial Group first reported a position in EFSC in Q4 2016 and held it in 37 quarters. The position peaked at $14M in Q4 2022. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • Principal Financial Group reported no remaining Enterprise Financial Services Corp position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 36,225 Enterprise Financial Services Corp shares in Q1 2026, an estimated $1.96M.
  • Principal Financial Group first reported a position in Enterprise Financial Services Corp in Q4 2016 and held it in 37 quarters.
  • Principal Financial Group's Enterprise Financial Services Corp position peaked at $14M in Q4 2022.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.