Universal-Beteiligungs- und Servicegesellschaft
EFSC icon

Universal-Beteiligungs- und Servicegesellschaft’s Enterprise Financial Services Corp EFSC Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$6.88M Buy
127,113
+396
+0.3% +$22.3K 0.01% 750
2025
Q4 		$6.84M Buy
126,717
+1,300
+1% +$71.4K 0.01% 750
2025
Q3 		$7.27M Buy
125,417
+29,159
+30% +$1.7M 0.01% 705
2025
Q2 		$5.3M Buy
96,258
+7,475
+8% +$390K 0.01% 815
2025
Q1 		$4.77M Buy
+88,783
New +$5.11M 0.01% 816

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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

Universal-Beteiligungs- und Servicegesellschaft's EFSC Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Enterprise Financial Services Corp (EFSC) stake by 0.31% in Q1 2026, buying an estimated $22.3K and bringing the position to 127,113 shares worth $6.88M. The position accounts for 0.01% of the portfolio, ranked #750.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in EFSC in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.27M in Q3 2025. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 127,113 shares of Enterprise Financial Services Corp worth $6.88M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 396 Enterprise Financial Services Corp shares in Q1 2026, an estimated $22.3K.
  • Enterprise Financial Services Corp made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #750 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Enterprise Financial Services Corp in Q1 2025 and has held it in 5 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Enterprise Financial Services Corp position peaked at $7.27M in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.