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

Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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.

34 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.
34 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.