Simplex Trading’s Enterprise Financial Services Corp EFSC Stock Holding History

Simplex Trading’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
2025 Q3	–	Sell	-200	Closed	-$11K	–	9278
2025 Q2	$11K	Buy	+200	New	+$10.4K	﹤0.01%	7232
2024 Q1	–	Sell	-30,700	Closed	-$1.37M	–	9072
2023 Q4	$1.37M	Buy	+30,700	New	+$1.2M	﹤0.01%	2710
2022 Q3	–	Sell	-100	Closed	-$4K	–	10113
2022 Q2	$4K	Buy	+100	New	+$4.45K	﹤0.01%	8947
2021 Q4	–	Sell	-5,600	Closed	-$264K	–	10680
2021 Q3	$264K	Hold	5,600	–	–	﹤0.01%	5114
2021 Q2	$259K	Buy	5,600 +5,594	+93,233%	+$274K	﹤0.01%	5225
2021 Q1	$29K	Buy	+6	New	+$253	﹤0.01%	7147
2020 Q4	–	Sell	-109	Closed	-$297K	–	8503
2020 Q3	$297K	Buy	+109	New	+$3.22K	﹤0.01%	3609

Other funds holding EFSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplex Trading's EFSC Position: Q1 2025 in Review

Simplex Trading sold out of Enterprise Financial Services Corp (EFSC) in Q1 2025, closing a stake of 108 shares — an estimated $6K sold.

Simplex Trading first reported a position in EFSC in Q1 2017 and held it in 7 quarters. The position peaked at $6K in Q4 2024. 242 funds tracked by Wall St. Rank hold EFSC as of Q1 2025.

Simplex Trading reported no remaining Enterprise Financial Services Corp position as of Q1 2025 after selling out during the quarter.
Simplex Trading sold 108 Enterprise Financial Services Corp shares in Q1 2025, an estimated $6K.
Simplex Trading first reported a position in Enterprise Financial Services Corp in Q1 2017 and held it in 7 quarters.
Simplex Trading's Enterprise Financial Services Corp position peaked at $6K in Q4 2024.
242 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2025.

Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.