Western Financial Corp
EFSC icon

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
Q3 		$33.8M Sell
572,533
-2,488
-0.4% -$160K 11.24% 2
2026
Q2 		$37.9M Sell
575,021
-1,484
-0.3% -$89.2K 11.09% 2
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

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Cornerstone Planning
Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return

Western Financial Corp's EFSC Position: Q3 2026 in Review

Western Financial Corp reduced its Enterprise Financial Services Corp (EFSC) stake by 0.43% in Q3 2026, selling an estimated $160K and leaving 572,533 shares worth $33.8M. The position accounts for 11.24% of the portfolio, ranked #2.

Western Financial Corp first reported a position in EFSC in Q4 2020 and has held it in 24 quarters since. The position peaked at $41.6M in Q1 2021. 38 funds tracked by Wall St. Rank hold EFSC as of Q3 2026.

  • Western Financial Corp held 572,533 shares of Enterprise Financial Services Corp worth $33.8M as of Q3 2026.
  • Western Financial Corp sold 2,488 Enterprise Financial Services Corp shares in Q3 2026, an estimated $160K.
  • Enterprise Financial Services Corp made up 11.24% of Western Financial Corp's portfolio in Q3 2026, its #2 holding.
  • Western Financial Corp first reported a position in Enterprise Financial Services Corp in Q4 2020 and has held it in 24 quarters since.
  • Western Financial Corp's Enterprise Financial Services Corp position peaked at $41.6M in Q1 2021.
  • 38 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.