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Wellington Group’s Enterprise Financial Services Corp EFSC Stock Holding History

Wellington Group’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 		– Sell
-598
Closed -$32.4K – 216
2026
Q1 		$32.4K Sell
598
-55
-8% -$3.1K 0.01% 319
2025
Q4 		$35.3K Buy
+653
New +$35.9K 0.01% 295

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

Wellington Group's EFSC Position: Q2 2026 in Review

Wellington Group sold out of Enterprise Financial Services Corp (EFSC) in Q2 2026, closing a stake of 598 shares — an estimated $32.4K sold.

Wellington Group first reported a position in EFSC in Q4 2025 and held it in 2 quarters. The position peaked at $35.3K in Q4 2025. 265 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Wellington Group reported no remaining Enterprise Financial Services Corp position as of Q2 2026 after selling out during the quarter.
  • Wellington Group sold 598 Enterprise Financial Services Corp shares in Q2 2026, an estimated $32.4K.
  • Wellington Group first reported a position in Enterprise Financial Services Corp in Q4 2025 and held it in 2 quarters.
  • Wellington Group's Enterprise Financial Services Corp position peaked at $35.3K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.