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Rialto Wealth Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Rialto Wealth Management’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 		$198 Buy
3
+2
+200% +$120 ﹤0.01% 1856
2026
Q1 		$55 Hold
1
– – ﹤0.01% 1693
2025
Q4 		$54 Hold
1
– – ﹤0.01% 1675
2025
Q3 		$58 Hold
1
– – ﹤0.01% 1672
2025
Q2 		$56 Buy
+1
New +$52 ﹤0.01% 1620

Other funds holding EFSC

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Rialto Wealth Management's EFSC Position: Q2 2026 in Review

Rialto Wealth Management increased its Enterprise Financial Services Corp (EFSC) stake by 200% in Q2 2026, buying an estimated $120 and bringing the position to 3 shares worth $198. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

Rialto Wealth Management first reported a position in EFSC in Q2 2025 and has held it in 5 quarters since. 267 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Rialto Wealth Management held 3 shares of Enterprise Financial Services Corp worth $198 as of Q2 2026.
  • Rialto Wealth Management bought 2 Enterprise Financial Services Corp shares in Q2 2026, an estimated $120.
  • Enterprise Financial Services Corp made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1856 holding.
  • Rialto Wealth Management first reported a position in Enterprise Financial Services Corp in Q2 2025 and has held it in 5 quarters since.
  • 267 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.