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USA Financial Formulas’s Enterprise Financial Services Corp EFSC Stock Holding History

USA Financial Formulas’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
2025
Q2 		– Sell
-925
Closed -$49.7K – 276
2025
Q1 		$49.7K Buy
+925
New +$53.3K 0.01% 202
2023
Q4 		– Sell
-1,066
Closed -$40K – 397
2023
Q3 		$40K Hold
1,066
– – 0.06% 208
2023
Q2 		$41.7K Sell
1,066
-58
-5% -$2.4K 0.06% 183
2023
Q1 		$50.1K Buy
+1,124
New +$57.5K 0.08% 130
2017
Q2 		– Sell
-12,796
Closed -$543K – 245
2017
Q1 		$543K Buy
+12,796
New +$543K 0.13% 144

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

USA Financial Formulas's EFSC Position: Q2 2025 in Review

USA Financial Formulas sold out of Enterprise Financial Services Corp (EFSC) in Q2 2025, closing a stake of 925 shares — an estimated $49.7K sold.

USA Financial Formulas first reported a position in EFSC in Q1 2017 and held it in 5 quarters. The position peaked at $543K in Q1 2017. 240 funds tracked by Wall St. Rank hold EFSC as of Q2 2025.

  • USA Financial Formulas reported no remaining Enterprise Financial Services Corp position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 925 Enterprise Financial Services Corp shares in Q2 2025, an estimated $49.7K.
  • USA Financial Formulas first reported a position in Enterprise Financial Services Corp in Q1 2017 and held it in 5 quarters.
  • USA Financial Formulas's Enterprise Financial Services Corp position peaked at $543K in Q1 2017.
  • 240 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.