Raymond James Financial’s Enterprise Financial Services Corp EFSC Stock Holding History

Raymond James Financial’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	$2.41M	Sell	44,673 -37,063	-45%	-$2.09M	﹤0.01%	3211
2025 Q4	$4.48M	Sell	81,736 -27,185	-25%	-$1.49M	﹤0.01%	2605
2025 Q3	$6.32M	Buy	108,921 +119	+0.1%	+$6.92K	﹤0.01%	2289
2025 Q2	$5.99M	Sell	108,802 -17,430	-14%	-$909K	﹤0.01%	2247
2025 Q1	$6.78M	Sell	126,232 -7,743	-6%	-$446K	﹤0.01%	2109
2024 Q4	$7.56M	Buy	+133,975	New	+$7.5M	﹤0.01%	2050

Other funds holding EFSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial's EFSC Position: Q1 2026 in Review

Raymond James Financial reduced its Enterprise Financial Services Corp (EFSC) stake by 45% in Q1 2026, selling an estimated $2.09M and leaving 44,673 shares worth $2.41M. The position accounts for ﹤0.01% of the portfolio, ranked #3211.

Raymond James Financial first reported a position in EFSC in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.56M in Q4 2024. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

Raymond James Financial held 44,673 shares of Enterprise Financial Services Corp worth $2.41M as of Q1 2026.
Raymond James Financial sold 37,063 Enterprise Financial Services Corp shares in Q1 2026, an estimated $2.09M.
Enterprise Financial Services Corp made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3211 holding.
Raymond James Financial first reported a position in Enterprise Financial Services Corp in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Enterprise Financial Services Corp position peaked at $7.56M in Q4 2024.
262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.