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Stephens Consulting’s Enterprise Financial Services Corp EFSC Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-5
Closed -$269 – 1431
2025
Q1 		$269 Buy
+5
New +$288 ﹤0.01% 1498
2024
Q3 		– Sell
-28
Closed -$1.15K – 558
2024
Q2 		$1.15K Buy
+28
New +$1.09K ﹤0.01% 584

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stephens Consulting's EFSC Position: Q2 2025 in Review

Stephens Consulting sold out of Enterprise Financial Services Corp (EFSC) in Q2 2025, closing a stake of 5 shares — an estimated $269 sold.

Stephens Consulting first reported a position in EFSC in Q2 2024 and held it in 2 quarters. The position peaked at $1.15K in Q2 2024. 240 funds tracked by Wall St. Rank hold EFSC as of Q2 2025.

  • Stephens Consulting reported no remaining Enterprise Financial Services Corp position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 5 Enterprise Financial Services Corp shares in Q2 2025, an estimated $269.
  • Stephens Consulting first reported a position in Enterprise Financial Services Corp in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's Enterprise Financial Services Corp position peaked at $1.15K in Q2 2024.
  • 240 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.