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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
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
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rialto Wealth Management's EFSC Position: Q1 2026 in Review

Rialto Wealth Management held its Enterprise Financial Services Corp (EFSC) position steady in Q1 2026 at 1 share worth $55. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

Rialto Wealth Management first reported a position in EFSC in Q2 2025 and has held it in 4 quarters since. The position peaked at $58 in Q3 2025. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • Rialto Wealth Management held 1 share of Enterprise Financial Services Corp worth $55 as of Q1 2026.
  • Rialto Wealth Management left its Enterprise Financial Services Corp share count unchanged in Q1 2026.
  • Enterprise Financial Services Corp made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1693 holding.
  • Rialto Wealth Management first reported a position in Enterprise Financial Services Corp in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's Enterprise Financial Services Corp position peaked at $58 in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.