UBS Group
EFSC icon

UBS Group’s Enterprise Financial Services Corp EFSC Stock Holding History

UBS Group’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 		$3.36M Sell
50,952
-13,280
-21% -$799K ﹤0.01% 4591
2026
Q1 		$3.48M Sell
64,232
-7,780
-11% -$439K ﹤0.01% 4443
2025
Q4 		$3.89M Sell
72,012
-2,489
-3% -$137K ﹤0.01% 4281
2025
Q3 		$4.32M Buy
74,501
+19,108
+34% +$1.11M ﹤0.01% 4187
2025
Q2 		$3.05M Sell
55,393
-2,628
-5% -$137K ﹤0.01% 4378
2025
Q1 		$3.12M Sell
58,021
-35,268
-38% -$2.03M ﹤0.01% 4274
2024
Q4 		$5.26M Buy
93,289
+67,747
+265% +$3.79M ﹤0.01% 3798
2024
Q3 		$1.31M Buy
25,542
+4,994
+24% +$245K ﹤0.01% 4399
2024
Q2 		$841K Sell
20,548
-25,433
-55% -$988K ﹤0.01% 4570
2024
Q1 		$1.86M Sell
45,981
-6,759
-13% -$277K ﹤0.01% 4019
2023
Q4 		$2.35M Buy
52,740
+25,942
+97% +$1.01M ﹤0.01% 3635
2023
Q3 		$1M Buy
26,798
+4,820
+22% +$192K ﹤0.01% 4071
2023
Q2 		$859K Buy
21,978
+3,374
+18% +$140K ﹤0.01% 4376
2023
Q1 		$830K Buy
18,604
+3,905
+27% +$200K ﹤0.01% 4272
2022
Q4 		$720K Buy
14,699
+9,348
+175% +$464K ﹤0.01% 4373
2022
Q3 		$236K Sell
5,351
-2,824
-35% -$128K ﹤0.01% 4940
2022
Q2 		$339K Sell
8,175
-7,516
-48% -$335K ﹤0.01% 4555
2022
Q1 		$742K Sell
15,691
-7,021
-31% -$344K ﹤0.01% 4382
2021
Q4 		$1.07M Buy
22,712
+10,742
+90% +$513K ﹤0.01% 4330
2021
Q3 		$542K Sell
11,970
-15,874
-57% -$711K ﹤0.01% 4679
2021
Q2 		$1.29M Buy
27,844
+14,099
+103% +$690K ﹤0.01% 3957
2021
Q1 		$680K Sell
13,745
-1,584
-10% -$66.7K ﹤0.01% 4612
2020
Q4 		$536K Buy
15,329
+5,373
+54% +$176K ﹤0.01% 4547
2020
Q3 		$272K Sell
9,956
-5,692
-36% -$168K ﹤0.01% 4613
2020
Q2 		$486K Sell
15,648
-560
-3% -$16.3K ﹤0.01% 4160
2020
Q1 		$452K Sell
16,208
-11,934
-42% -$480K ﹤0.01% 4064
2019
Q4 		$1.36M Buy
28,142
+24,847
+754% +$1.1M ﹤0.01% 3928
2019
Q3 		$135K Buy
3,295
+1,281
+64% +$51.6K ﹤0.01% 5561
2019
Q2 		$84K Sell
2,014
-474
-19% -$19.8K ﹤0.01% 5498
2019
Q1 		$102K Buy
2,488
+488
+24% +$21K ﹤0.01% 5055
2018
Q4 		$75K Sell
2,000
-293
-13% -$13K ﹤0.01% 5784
2018
Q3 		$122K Buy
2,293
+203
+10% +$11.3K ﹤0.01% 5418
2018
Q2 		$113K Sell
2,090
-2,009
-49% -$105K ﹤0.01% 5358
2018
Q1 		$192K Buy
4,099
+1,988
+94% +$94.9K ﹤0.01% 4807
2017
Q4 		$95K Sell
2,111
-744
-26% -$32.6K ﹤0.01% 5388
2017
Q3 		$121K Buy
2,855
+855
+43% +$33.8K ﹤0.01% 5195
2017
Q2 		$82K Sell
2,000
-23,265
-92% -$968K ﹤0.01% 5300
2017
Q1 		$1.07M Buy
25,265
+18,947
+300% +$804K ﹤0.01% 3473
2016
Q4 		$272K Sell
6,318
-8,107
-56% -$297K ﹤0.01% 4562
2016
Q3 		$451K Buy
14,425
+11,925
+477% +$353K ﹤0.01% 3981
2016
Q2 		$70K Hold
2,500
– – ﹤0.01% 5273
2016
Q1 		$68K Sell
2,500
-740
-23% -$20.2K ﹤0.01% 5260
2015
Q4 		$92K Buy
3,240
+740
+30% +$20.8K ﹤0.01% 5283
2015
Q3 		$63K Sell
2,500
-462
-16% -$11.1K ﹤0.01% 5615
2015
Q2 		$68K Sell
2,962
-1,424
-32% -$30.5K ﹤0.01% 5722
2015
Q1 		$90K Sell
4,386
-4,264
-49% -$85.3K ﹤0.01% 5504
2014
Q4 		$171K Buy
+8,650
New +$160K ﹤0.01% 5187

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 $3.37T AUM 44.26% 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

UBS Group's EFSC Position: Q2 2026 in Review

UBS Group reduced its Enterprise Financial Services Corp (EFSC) stake by 21% in Q2 2026, selling an estimated $799K and leaving 50,952 shares worth $3.36M. The position accounts for ﹤0.01% of the portfolio, ranked #4591.

UBS Group first reported a position in EFSC in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.26M in Q4 2024. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • UBS Group held 50,952 shares of Enterprise Financial Services Corp worth $3.36M as of Q2 2026.
  • UBS Group sold 13,280 Enterprise Financial Services Corp shares in Q2 2026, an estimated $799K.
  • Enterprise Financial Services Corp made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4591 holding.
  • UBS Group first reported a position in Enterprise Financial Services Corp in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Enterprise Financial Services Corp position peaked at $5.26M in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.