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

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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
TM
Torren Management San Diego, California $197M AUM
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 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. 14 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.
  • 14 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.