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Sunbelt Securities’s Enterprise Financial Services Corp EFSC Stock Holding History

Sunbelt Securities’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
Q1 		$2.44K Hold
45
– – ﹤0.01% 1874
2025
Q4 		$2.43K Hold
45
– – ﹤0.01% 1834
2025
Q3 		$2.61K Buy
+45
New +$2.62K ﹤0.01% 1789

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sunbelt Securities's EFSC Position: Q1 2026 in Review

Sunbelt Securities held its Enterprise Financial Services Corp (EFSC) position steady in Q1 2026 at 45 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Sunbelt Securities first reported a position in EFSC in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.61K in Q3 2025. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • Sunbelt Securities held 45 shares of Enterprise Financial Services Corp worth $2.44K as of Q1 2026.
  • Sunbelt Securities left its Enterprise Financial Services Corp share count unchanged in Q1 2026.
  • Enterprise Financial Services Corp made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1874 holding.
  • Sunbelt Securities first reported a position in Enterprise Financial Services Corp in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Enterprise Financial Services Corp position peaked at $2.61K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.