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Wakefield Asset Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Wakefield Asset Management’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
Q4 		– Sell
-19,718
Closed -$1.14M – 212
2025
Q3 		$1.14M Buy
19,718
+26
+0.1% +$1.51K 0.31% 102
2025
Q2 		$1.09M Buy
+19,692
New +$1.03M 0.3% 110

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wakefield Asset Management's EFSC Position: Q4 2025 in Review

Wakefield Asset Management sold out of Enterprise Financial Services Corp (EFSC) in Q4 2025, closing a stake of 19,718 shares — an estimated $1.14M sold.

Wakefield Asset Management first reported a position in EFSC in Q2 2025 and held it in 2 quarters. The position peaked at $1.14M in Q3 2025. 244 funds tracked by Wall St. Rank hold EFSC as of Q4 2025.

  • Wakefield Asset Management reported no remaining Enterprise Financial Services Corp position as of Q4 2025 after selling out during the quarter.
  • Wakefield Asset Management sold 19,718 Enterprise Financial Services Corp shares in Q4 2025, an estimated $1.14M.
  • Wakefield Asset Management first reported a position in Enterprise Financial Services Corp in Q2 2025 and held it in 2 quarters.
  • Wakefield Asset Management's Enterprise Financial Services Corp position peaked at $1.14M in Q3 2025.
  • 244 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2025.

Based on Wakefield Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.