UMB Bank’s Enterprise Financial Services Corp EFSC Stock Holding History

UMB Bank’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	$14.1K	Hold	214	–	–	﹤0.01%	1822
2026 Q1	$11.6K	Hold	214	–	–	﹤0.01%	1807
2025 Q4	$11.6K	Hold	214	–	–	﹤0.01%	1770
2025 Q3	$12.4K	Hold	214	–	–	﹤0.01%	1598
2025 Q2	$11.8K	Hold	214	–	–	﹤0.01%	1550
2025 Q1	$11.5K	Hold	214	–	–	﹤0.01%	1501
2024 Q4	$12.1K	Hold	214	–	–	﹤0.01%	1411
2024 Q3	$11K	Sell	214 -642	-75%	-$31.5K	﹤0.01%	1447
2024 Q2	$35K	Hold	856	–	–	﹤0.01%	909
2024 Q1	$34.7K	Hold	856	–	–	﹤0.01%	907
2023 Q4	$38.2K	Hold	856	–	–	﹤0.01%	890
2023 Q3	$32.1K	Hold	856	–	–	﹤0.01%	951
2023 Q2	$33.5K	Hold	856	–	–	﹤0.01%	950
2023 Q1	$38.2K	Hold	856	–	–	﹤0.01%	913
2022 Q4	$42K	Hold	856	–	–	﹤0.01%	889
2022 Q3	$38K	Hold	856	–	–	﹤0.01%	934
2022 Q2	$36K	Hold	856	–	–	﹤0.01%	997
2022 Q1	$40K	Hold	856	–	–	﹤0.01%	1023
2021 Q4	$40K	Buy	+856	New	+$40.8K	﹤0.01%	1051

Other funds holding EFSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UMB Bank's EFSC Position: Q2 2026 in Review

UMB Bank held its Enterprise Financial Services Corp (EFSC) position steady in Q2 2026 at 214 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

UMB Bank first reported a position in EFSC in Q4 2021 and has held it in 19 quarters since. The position peaked at $42K in Q4 2022. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

UMB Bank held 214 shares of Enterprise Financial Services Corp worth $14.1K as of Q2 2026.
UMB Bank left its Enterprise Financial Services Corp share count unchanged in Q2 2026.
Enterprise Financial Services Corp made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1822 holding.
UMB Bank first reported a position in Enterprise Financial Services Corp in Q4 2021 and has held it in 19 quarters since.
UMB Bank's Enterprise Financial Services Corp position peaked at $42K in Q4 2022.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.