VF
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Vest Financial’s Enterprise Financial Services Corp EFSC Stock Holding History

Vest Financial’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 		$3.97M Sell
60,333
-29,053
-33% -$1.75M 0.04% 283
2026
Q1 		$4.84M Sell
89,386
-14,820
-14% -$836K 0.06% 246
2025
Q4 		$5.63M Buy
104,206
+14,076
+16% +$773K 0.07% 206
2025
Q3 		$5.23M Buy
90,130
+14,264
+19% +$830K 0.07% 186
2025
Q2 		$4.18M Buy
75,866
+12,164
+19% +$634K 0.06% 184
2025
Q1 		$3.42M Buy
+63,702
New +$3.67M 0.05% 162

Other funds holding EFSC

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Vest Financial's EFSC Position: Q2 2026 in Review

Vest Financial reduced its Enterprise Financial Services Corp (EFSC) stake by 33% in Q2 2026, selling an estimated $1.75M and leaving 60,333 shares worth $3.97M. The position accounts for 0.04% of the portfolio, ranked #283.

Vest Financial first reported a position in EFSC in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.63M in Q4 2025. 56 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Vest Financial held 60,333 shares of Enterprise Financial Services Corp worth $3.97M as of Q2 2026.
  • Vest Financial sold 29,053 Enterprise Financial Services Corp shares in Q2 2026, an estimated $1.75M.
  • Enterprise Financial Services Corp made up 0.04% of Vest Financial's portfolio in Q2 2026, its #283 holding.
  • Vest Financial first reported a position in Enterprise Financial Services Corp in Q1 2025 and has held it in 6 quarters since.
  • Vest Financial's Enterprise Financial Services Corp position peaked at $5.63M in Q4 2025.
  • 56 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.