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Trilogy Capital’s Enterprise Financial Services Corp EFSC Stock Holding History

Trilogy Capital’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 		$360K Hold
5,468
– – 0.01% 307
2026
Q1 		$296K Hold
5,468
– – 0.01% 323
2025
Q4 		$295K Hold
5,468
– – 0.01% 316
2025
Q3 		$317K Sell
5,468
-245
-4% -$14.2K 0.01% 304
2025
Q2 		$315K Hold
5,713
– – 0.02% 290
2025
Q1 		$307K Hold
5,713
– – 0.02% 276
2024
Q4 		$322K Hold
5,713
– – 0.02% 274
2024
Q3 		$293K Hold
5,713
– – 0.01% 278
2024
Q2 		$234K Hold
5,713
– – 0.01% 296
2024
Q1 		$232K Hold
5,713
– – 0.01% 275
2023
Q4 		$255K Hold
5,713
– – 0.02% 226
2023
Q3 		$214K Hold
5,713
– – 0.01% 251
2023
Q2 		$245K Hold
5,713
– – 0.02% 253
2023
Q1 		$255K Hold
5,713
– – 0.02% 225
2022
Q4 		$280K Buy
+5,713
New +$284K 0.02% 217

Other funds holding EFSC

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital's EFSC Position: Q2 2026 in Review

Trilogy Capital held its Enterprise Financial Services Corp (EFSC) position steady in Q2 2026 at 5,468 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #307.

Trilogy Capital first reported a position in EFSC in Q4 2022 and has held it in 15 quarters since. 17 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Trilogy Capital held 5,468 shares of Enterprise Financial Services Corp worth $360K as of Q2 2026.
  • Trilogy Capital left its Enterprise Financial Services Corp share count unchanged in Q2 2026.
  • Enterprise Financial Services Corp made up 0.01% of Trilogy Capital's portfolio in Q2 2026, its #307 holding.
  • Trilogy Capital first reported a position in Enterprise Financial Services Corp in Q4 2022 and has held it in 15 quarters since.
  • 17 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.