Weiss Asset Management
EFSC icon

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

Weiss 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
Q1 		– Sell
-170,318
Closed -$9.6M – 427
2024
Q4 		$9.6M Buy
+170,318
New +$9.5M 0.18% 122

Other funds holding EFSC

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Wellington Management Group
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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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Weiss Asset Management's EFSC Position: Q1 2025 in Review

Weiss Asset Management sold out of Enterprise Financial Services Corp (EFSC) in Q1 2025, closing a stake of 170,318 shares — an estimated $9.6M sold.

Weiss Asset Management first reported a position in EFSC in Q4 2024 and held it in 1 quarter. The position peaked at $9.6M in Q4 2024. 243 funds tracked by Wall St. Rank hold EFSC as of Q1 2025.

  • Weiss Asset Management reported no remaining Enterprise Financial Services Corp position as of Q1 2025 after selling out during the quarter.
  • Weiss Asset Management sold 170,318 Enterprise Financial Services Corp shares in Q1 2025, an estimated $9.6M.
  • Weiss Asset Management first reported a position in Enterprise Financial Services Corp in Q4 2024 and held it in 1 quarter.
  • Weiss Asset Management's Enterprise Financial Services Corp position peaked at $9.6M in Q4 2024.
  • 243 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2025.

Based on Weiss Asset Management's 13F filing for Q1 2025, filed 15 May 2025.