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Twin Peaks Wealth Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-1
Closed -$54 – 794
2026
Q1 		$54 Buy
+1
New +$56 ﹤0.01% 2296
2025
Q3 		– Sell
-1
Closed -$57 – 715
2025
Q2 		$57 Buy
+1
New +$52 ﹤0.01% 2180

Other funds holding EFSC

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Dimensional Fund Advisors
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State Street
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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

Twin Peaks Wealth Advisors's EFSC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Enterprise Financial Services Corp (EFSC) in Q2 2026, closing a stake of 1 share — an estimated $54 sold.

Twin Peaks Wealth Advisors first reported a position in EFSC in Q2 2025 and held it in 2 quarters. The position peaked at $57 in Q2 2025. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Enterprise Financial Services Corp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1 Enterprise Financial Services Corp share in Q2 2026, an estimated $54.
  • Twin Peaks Wealth Advisors first reported a position in Enterprise Financial Services Corp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Enterprise Financial Services Corp position peaked at $57 in Q2 2025.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.