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

Visionary 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 		$1.3M Sell
19,800
-11,187
-36% -$673K 0.05% 261
2026
Q1 		$1.68M Sell
30,987
-7,497
-19% -$423K 0.07% 212
2025
Q4 		$2.08M Sell
38,484
-9,603
-20% -$527K 0.09% 189
2025
Q3 		$2.79M Sell
48,087
-9,902
-17% -$576K 0.13% 160
2025
Q2 		$3.2M Buy
57,989
+52,762
+1,009% +$2.75M 0.16% 143
2025
Q1 		$281K Buy
5,227
+2
+0% +$115 0.02% 462
2024
Q4 		$295K Buy
5,225
+2
+0% +$112 0.02% 444
2024
Q3 		$268K Sell
5,223
-102
-2% -$5.01K 0.02% 461
2024
Q2 		$218K Buy
5,325
+6
+0.1% +$233 0.01% 482
2024
Q1 		$216K Buy
5,319
+2
+0% +$82 0.01% 464
2023
Q4 		$237K Sell
5,317
-101
-2% -$3.95K 0.02% 431
2023
Q3 		$203K Buy
5,418
+2
+0% +$80 0.02% 425
2023
Q2 		$212K Buy
5,416
+3
+0.1% +$124 0.02% 425
2023
Q1 		$241K Sell
5,413
-498
-8% -$25.5K 0.02% 387
2022
Q4 		$289K Buy
+5,911
New +$294K 0.03% 329

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Visionary Wealth Advisors reduced its Enterprise Financial Services Corp (EFSC) stake by 36% in Q2 2026, selling an estimated $673K and leaving 19,800 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #261.

Visionary Wealth Advisors first reported a position in EFSC in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.2M in Q2 2025. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Visionary Wealth Advisors held 19,800 shares of Enterprise Financial Services Corp worth $1.3M as of Q2 2026.
  • Visionary Wealth Advisors sold 11,187 Enterprise Financial Services Corp shares in Q2 2026, an estimated $673K.
  • Enterprise Financial Services Corp made up 0.05% of Visionary Wealth Advisors's portfolio in Q2 2026, its #261 holding.
  • Visionary Wealth Advisors first reported a position in Enterprise Financial Services Corp in Q4 2022 and has held it in 15 quarters since.
  • Visionary Wealth Advisors's Enterprise Financial Services Corp position peaked at $3.2M in Q2 2025.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.