Root Financial Partners
EFSC icon

Root Financial Partners’s Enterprise Financial Services Corp EFSC Stock Holding History

Root Financial Partners’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
Q3 		$11K Buy
+186
New +$12K ﹤0.01% 1868
2026
Q2 		– Sell
-107
Closed -$5.79K – 1207
2026
Q1 		$5.79K Buy
107
+63
+143% +$3.55K ﹤0.01% 1899
2025
Q4 		$2.38K Buy
44
+4
+10% +$220 ﹤0.01% 1958
2025
Q3 		$2.32K Buy
+40
New +$2.33K ﹤0.01% 1928

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Root Financial Partners's EFSC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Enterprise Financial Services Corp (EFSC) in Q3 2026: 186 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1868 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EFSC as recently as Q1 2026.

Root Financial Partners first reported a position in EFSC in Q3 2025 and has held it in 4 quarters since. 198 funds tracked by Wall St. Rank hold EFSC as of Q3 2026.

  • Root Financial Partners held 186 shares of Enterprise Financial Services Corp worth $11K as of Q3 2026.
  • Enterprise Financial Services Corp was a new Root Financial Partners position in Q3 2026.
  • Enterprise Financial Services Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1868 holding.
  • Root Financial Partners first reported a position in Enterprise Financial Services Corp in Q3 2025 and has held it in 4 quarters since.
  • 198 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.