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Western Financial Corp’s Enterprise Financial Services Corp EFSC Stock Holding History

Western Financial Corp’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
Q1 		$31.2M Sell
576,505
-873
-0.2% -$49.2K 12.21% 2
2025
Q4 		$31.2M Sell
577,378
-5,555
-1% -$305K 12.37% 2
2025
Q3 		$33.8M Buy
582,933
+48,391
+9% +$2.81M 14.71% 1
2025
Q2 		$29.5M Sell
534,542
-49,948
-9% -$2.61M 15.79% 1
2025
Q1 		$31.4M Sell
584,490
-828
-0.1% -$47.7K 18.25% 1
2024
Q4 		$33M Sell
585,318
-29,362
-5% -$1.64M 18.14% 1
2024
Q3 		$31.5M Sell
614,680
-36,716
-6% -$1.8M 17.88% 1
2024
Q2 		$26.6M Sell
651,396
-712
-0.1% -$27.7K 16.1% 1
2024
Q1 		$26.4M Sell
652,108
-4,803
-0.7% -$197K 16.21% 1
2023
Q4 		$29.3M Sell
656,911
-6,925
-1% -$271K 19.62% 1
2023
Q3 		$25.7M Sell
663,836
-3,761
-0.6% -$150K 18.82% 1
2023
Q2 		$26.1M Sell
667,597
-1,546
-0.2% -$63.9K 17.78% 2
2023
Q1 		$29.8M Sell
669,143
-41,207
-6% -$2.11M 21.24% 1
2022
Q4 		$34.8M Sell
710,350
-118,005
-14% -$5.86M 22.54% 1
2022
Q3 		$36.5M Sell
828,355
-9,884
-1% -$449K 25.51% 1
2022
Q2 		$34.8M Sell
838,239
-16,960
-2% -$755K 24.72% 1
2022
Q1 		$40.5M Sell
855,199
-25,090
-3% -$1.23M 23.49% 1
2021
Q4 		$41.5M Buy
880,289
+74,696
+9% +$3.56M 21.75% 2
2021
Q3 		$36.5M Buy
805,593
+34,840
+5% +$1.56M 21.63% 2
2021
Q2 		$35.8M Sell
770,753
-70,909
-8% -$3.47M 19.32% 2
2021
Q1 		$41.6M Sell
841,662
-46,473
-5% -$1.96M 25.41% 2
2020
Q4 		$31M Buy
+888,135
New +$29.1M 20.4% 2

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Western Financial Corp's EFSC Position: Q1 2026 in Review

Western Financial Corp reduced its Enterprise Financial Services Corp (EFSC) stake by 0.15% in Q1 2026, selling an estimated $49.2K and leaving 576,505 shares worth $31.2M. The position accounts for 12.21% of the portfolio, ranked #2.

Western Financial Corp first reported a position in EFSC in Q4 2020 and has held it in 22 quarters since. The position peaked at $41.6M in Q1 2021. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • Western Financial Corp held 576,505 shares of Enterprise Financial Services Corp worth $31.2M as of Q1 2026.
  • Western Financial Corp sold 873 Enterprise Financial Services Corp shares in Q1 2026, an estimated $49.2K.
  • Enterprise Financial Services Corp made up 12.21% of Western Financial Corp's portfolio in Q1 2026, its #2 holding.
  • Western Financial Corp first reported a position in Enterprise Financial Services Corp in Q4 2020 and has held it in 22 quarters since.
  • Western Financial Corp's Enterprise Financial Services Corp position peaked at $41.6M in Q1 2021.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Western Financial Corp's 13F filing for Q1 2026, filed 23 Apr 2026.