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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
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

Other funds holding EFSC

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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

Root Financial Partners's EFSC Position: Q2 2026 in Review

Root Financial Partners sold out of Enterprise Financial Services Corp (EFSC) in Q2 2026, closing a stake of 107 shares — an estimated $5.79K sold.

Root Financial Partners first reported a position in EFSC in Q3 2025 and held it in 3 quarters. The position peaked at $5.79K in Q1 2026. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Root Financial Partners reported no remaining Enterprise Financial Services Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 107 Enterprise Financial Services Corp shares in Q2 2026, an estimated $5.79K.
  • Root Financial Partners first reported a position in Enterprise Financial Services Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Enterprise Financial Services Corp position peaked at $5.79K in Q1 2026.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.