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Summit Securities Group’s Enterprise Financial Services Corp EFSC Stock Holding History

Summit Securities Group’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 		$2.83K Sell
43
-252
-85% -$15.2K ﹤0.01% 1061
2026
Q1 		$16K Buy
+295
New +$16.6K ﹤0.01% 566
2025
Q2 		– Sell
-593
Closed -$31.9K – 1170
2025
Q1 		$31.9K Buy
+593
New +$34.1K 0.01% 403

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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

Summit Securities Group's EFSC Position: Q2 2026 in Review

Summit Securities Group reduced its Enterprise Financial Services Corp (EFSC) stake by 85% in Q2 2026, selling an estimated $15.2K and leaving 43 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Summit Securities Group first reported a position in EFSC in Q1 2025 and has held it in 3 quarters since. The position peaked at $31.9K in Q1 2025. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Summit Securities Group held 43 shares of Enterprise Financial Services Corp worth $2.83K as of Q2 2026.
  • Summit Securities Group sold 252 Enterprise Financial Services Corp shares in Q2 2026, an estimated $15.2K.
  • Enterprise Financial Services Corp made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1061 holding.
  • Summit Securities Group first reported a position in Enterprise Financial Services Corp in Q1 2025 and has held it in 3 quarters since.
  • Summit Securities Group's Enterprise Financial Services Corp position peaked at $31.9K in Q1 2025.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.