BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Enterprise Financial Services Corp EFSC Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	–	Sell	-72	Closed	-$4.74K	–	1790
2026 Q2	$4.74K	Hold	72	–	–	﹤0.01%	1809
2026 Q1	$3.9K	Hold	72	–	–	﹤0.01%	1927
2025 Q4	$3.89K	Hold	72	–	–	﹤0.01%	1983
2025 Q3	$4.18K	Hold	72	–	–	﹤0.01%	1886
2025 Q2	$3.97K	Hold	72	–	–	﹤0.01%	1857
2025 Q1	$3.87K	Hold	72	–	–	﹤0.01%	1838
2024 Q4	$4.06K	Hold	72	–	–	﹤0.01%	1753
2024 Q3	$3.69K	Buy	+72	New	+$3.54K	﹤0.01%	1839

Other funds holding EFSC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 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

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s EFSC Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Enterprise Financial Services Corp (EFSC) in Q3 2026, closing a stake of 72 shares — an estimated $4.74K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in EFSC in Q3 2024 and held it in 8 quarters. The position peaked at $4.74K in Q2 2026. 198 funds tracked by Wall St. Rank hold EFSC as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Enterprise Financial Services Corp position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 72 Enterprise Financial Services Corp shares in Q3 2026, an estimated $4.74K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Enterprise Financial Services Corp in Q3 2024 and held it in 8 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Enterprise Financial Services Corp position peaked at $4.74K in Q2 2026.
198 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.