Valued Wealth Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

Valued 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 Q2	$1.52K	Buy	+23	New	+$1.38K	﹤0.01%	721

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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's EFSC Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in Enterprise Financial Services Corp (EFSC) in Q2 2026: 23 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #721 among its holdings.

266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Valued Wealth Advisors held 23 shares of Enterprise Financial Services Corp worth $1.52K as of Q2 2026.
Enterprise Financial Services Corp was a new Valued Wealth Advisors position in Q2 2026.
Enterprise Financial Services Corp made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #721 holding.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.