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 Q3	$322K	Hold	5,468	–	–	0.01%	331
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

Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Trilogy Capital's EFSC Position: Q3 2026 in Review

Trilogy Capital held its Enterprise Financial Services Corp (EFSC) position steady in Q3 2026 at 5,468 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #331.

Trilogy Capital first reported a position in EFSC in Q4 2022 and has held it in 16 quarters since. The position peaked at $360K in Q2 2026. 23 funds tracked by Wall St. Rank hold EFSC as of Q3 2026.

Trilogy Capital held 5,468 shares of Enterprise Financial Services Corp worth $322K as of Q3 2026.
Trilogy Capital left its Enterprise Financial Services Corp share count unchanged in Q3 2026.
Enterprise Financial Services Corp made up 0.01% of Trilogy Capital's portfolio in Q3 2026, its #331 holding.
Trilogy Capital first reported a position in Enterprise Financial Services Corp in Q4 2022 and has held it in 16 quarters since.
Trilogy Capital's Enterprise Financial Services Corp position peaked at $360K in Q2 2026.
23 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.