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 Q3	$2.56M	Buy	+43,436	New	+$2.8M	0.06%	501
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

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

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Y-Intercept (HK)'s EFSC Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Enterprise Financial Services Corp (EFSC) in Q3 2026: 43,436 shares worth $2.56M. The stake represents 0.06% of the portfolio and ranks #501 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in EFSC as recently as Q1 2026.

Y-Intercept (HK) first reported a position in EFSC in Q4 2022 and has held it in 8 quarters since. 26 funds tracked by Wall St. Rank hold EFSC as of Q3 2026.

Y-Intercept (HK) held 43,436 shares of Enterprise Financial Services Corp worth $2.56M as of Q3 2026.
Enterprise Financial Services Corp was a new Y-Intercept (HK) position in Q3 2026.
Enterprise Financial Services Corp made up 0.06% of Y-Intercept (HK)'s portfolio in Q3 2026, its #501 holding.
Y-Intercept (HK) first reported a position in Enterprise Financial Services Corp in Q4 2022 and has held it in 8 quarters since.
26 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.