Y-Intercept (HK)’s Enterprise Financial Services Corp EFSC Stock Holding History

Y-Intercept (HK)’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	-8,352	Closed	-$452K	–	1830
2026 Q1	$452K	Buy	8,352 +219	+3%	+$12.3K	0.01%	1283
2025 Q4	$439K	Buy	+8,133	New	+$447K	0.01%	1271
2024 Q2	–	Sell	-9,073	Closed	-$368K	–	1514
2024 Q1	$368K	Buy	+9,073	New	+$372K	0.03%	863
2023 Q4	–	Sell	-21,033	Closed	-$789K	–	1336
2023 Q3	$789K	Sell	21,033 -2,308	-10%	-$92.1K	0.08%	387
2023 Q2	$913K	Buy	23,341 +15,296	+190%	+$633K	0.1%	331
2023 Q1	$359K	Buy	8,045 +3,751	+87%	+$192K	0.04%	690
2022 Q4	$210K	Buy	+4,294	New	+$213K	0.03%	810

Other funds holding EFSC

WFC

Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Y-Intercept (HK)'s EFSC Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Enterprise Financial Services Corp (EFSC) in Q2 2026, closing a stake of 8,352 shares — an estimated $452K sold.

Y-Intercept (HK) first reported a position in EFSC in Q4 2022 and held it in 7 quarters. The position peaked at $913K in Q2 2023. 25 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Y-Intercept (HK) reported no remaining Enterprise Financial Services Corp position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 8,352 Enterprise Financial Services Corp shares in Q2 2026, an estimated $452K.
Y-Intercept (HK) first reported a position in Enterprise Financial Services Corp in Q4 2022 and held it in 7 quarters.
Y-Intercept (HK)'s Enterprise Financial Services Corp position peaked at $913K in Q2 2023.
25 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.