TWD
EFSC icon

True Wealth Design’s Enterprise Financial Services Corp EFSC Stock Holding History

True Wealth Design’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 		$6.79K Hold
103
– – ﹤0.01% 1196
2026
Q1 		$5.57K Sell
103
-5
-5% -$282 ﹤0.01% 1168
2025
Q4 		$5.83K Sell
108
-6
-5% -$330 ﹤0.01% 1029
2025
Q3 		$6.61K Buy
114
+11
+11% +$640 ﹤0.01% 983
2025
Q2 		$5.68K Buy
+103
New +$5.37K ﹤0.01% 758

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 $3.38T AUM 44.17% 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

True Wealth Design's EFSC Position: Q2 2026 in Review

True Wealth Design held its Enterprise Financial Services Corp (EFSC) position steady in Q2 2026 at 103 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

True Wealth Design first reported a position in EFSC in Q2 2025 and has held it in 5 quarters since. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • True Wealth Design held 103 shares of Enterprise Financial Services Corp worth $6.79K as of Q2 2026.
  • True Wealth Design left its Enterprise Financial Services Corp share count unchanged in Q2 2026.
  • Enterprise Financial Services Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1196 holding.
  • True Wealth Design first reported a position in Enterprise Financial Services Corp in Q2 2025 and has held it in 5 quarters since.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.