Whittier Trust’s Enterprise Financial Services Corp EFSC Stock Holding History

Whittier Trust’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	$16.2M	Buy	+277,287	New	+$17.9M	0.15%	112

Other funds holding EFSC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

PL Capital Advisors Naples, Florida $346M AUM 18.04% 1-Year Est. Return

Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $241M AUM 31.06% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Whittier Trust's EFSC Position: Q3 2026 in Review

Whittier Trust opened a new position in Enterprise Financial Services Corp (EFSC) in Q3 2026: 277,287 shares worth $16.2M. The stake represents 0.15% of the portfolio and ranks #112 among its holdings.

126 funds tracked by Wall St. Rank hold EFSC as of Q3 2026.

Whittier Trust held 277,287 shares of Enterprise Financial Services Corp worth $16.2M as of Q3 2026.
Enterprise Financial Services Corp was a new Whittier Trust position in Q3 2026.
Enterprise Financial Services Corp made up 0.15% of Whittier Trust's portfolio in Q3 2026, its #112 holding.
126 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2026.

Based on Whittier Trust's 13F filing for Q3 2026, filed 12 Nov 2026.