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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
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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Wellington Management Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's EFSC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Enterprise Financial Services Corp (EFSC) in Q1 2026: 1 share worth $54. The stake represents ﹤0.01% of the portfolio and ranks #2296 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in EFSC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in EFSC in Q2 2025 and has held it in 2 quarters since. The position peaked at $57 in Q2 2025. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1 share of Enterprise Financial Services Corp worth $54 as of Q1 2026.
  • Enterprise Financial Services Corp was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Enterprise Financial Services Corp made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2296 holding.
  • Twin Peaks Wealth Advisors first reported a position in Enterprise Financial Services Corp in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Enterprise Financial Services Corp position peaked at $57 in Q2 2025.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.