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 Q2	$14.1M	Buy	214,287 +169,614	+380%	+$10.2M	﹤0.01%	1842
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 $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 $3.38T AUM 44.17% 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

Raymond James Financial's EFSC Position: Q2 2026 in Review

Raymond James Financial increased its Enterprise Financial Services Corp (EFSC) stake by 380% in Q2 2026, buying an estimated $10.2M and bringing the position to 214,287 shares worth $14.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Raymond James Financial first reported a position in EFSC in Q4 2024 and has held it in 7 quarters since. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Raymond James Financial held 214,287 shares of Enterprise Financial Services Corp worth $14.1M as of Q2 2026.
Raymond James Financial bought 169,614 Enterprise Financial Services Corp shares in Q2 2026, an estimated $10.2M.
Enterprise Financial Services Corp made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1842 holding.
Raymond James Financial first reported a position in Enterprise Financial Services Corp in Q4 2024 and has held it in 7 quarters since.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.