Truist Financial
EFSC icon

Truist Financial’s Enterprise Financial Services Corp EFSC Stock Holding History

Truist Financial’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
2023
Q2 		– Sell
-15,672
Closed -$699K – 2589
2023
Q1 		$699K Buy
15,672
+541
+4% +$27.7K ﹤0.01% 1762
2022
Q4 		$741K Buy
+15,131
New +$752K ﹤0.01% 1709
2020
Q3 		– Sell
-11,658
Closed -$363K – 2464
2020
Q2 		$363K Sell
11,658
-4
-0% -$116 ﹤0.01% 1812
2020
Q1 		$325K Buy
+11,662
New +$469K ﹤0.01% 1800

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Truist Financial's EFSC Position: Q2 2023 in Review

Truist Financial sold out of Enterprise Financial Services Corp (EFSC) in Q2 2023, closing a stake of 15,672 shares — an estimated $699K sold.

Truist Financial first reported a position in EFSC in Q1 2020 and held it in 4 quarters. The position peaked at $741K in Q4 2022. 198 funds tracked by Wall St. Rank hold EFSC as of Q2 2023.

  • Truist Financial reported no remaining Enterprise Financial Services Corp position as of Q2 2023 after selling out during the quarter.
  • Truist Financial sold 15,672 Enterprise Financial Services Corp shares in Q2 2023, an estimated $699K.
  • Truist Financial first reported a position in Enterprise Financial Services Corp in Q1 2020 and held it in 4 quarters.
  • Truist Financial's Enterprise Financial Services Corp position peaked at $741K in Q4 2022.
  • 198 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2023.

Based on Truist Financial's 13F filing for Q2 2023, filed 1 Aug 2023.