Zurich Cantonal Bank’s Enterprise Financial Services Corp EFSC Stock Holding History

Zurich Cantonal Bank’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	$1.14M	Hold	17,373	–	–	﹤0.01%	1469
2026 Q1	$940K	Buy	17,373 +3,883	+29%	+$219K	﹤0.01%	1467
2025 Q4	$728K	Hold	13,490	–	–	﹤0.01%	1544
2025 Q3	$782K	Hold	13,490	–	–	﹤0.01%	1453
2025 Q2	$743K	Buy	13,490 +2,621	+24%	+$137K	﹤0.01%	1413
2025 Q1	$584K	Sell	10,869 -374	-3%	-$21.5K	﹤0.01%	1504
2024 Q4	$634K	Buy	11,243 +2,329	+26%	+$130K	﹤0.01%	1487
2024 Q3	$457K	Hold	8,914	–	–	﹤0.01%	1617
2024 Q2	$365K	Buy	8,914 +902	+11%	+$35.1K	﹤0.01%	1711
2024 Q1	$325K	Hold	8,012	–	–	﹤0.01%	1763
2023 Q4	$358K	Hold	8,012	–	–	﹤0.01%	1724
2023 Q3	$300K	Buy	8,012 +1,668	+26%	+$66.6K	﹤0.01%	1702
2023 Q2	$248K	Buy	6,344 +821	+15%	+$34K	﹤0.01%	1784
2023 Q1	$246K	Hold	5,523	–	–	﹤0.01%	1741
2022 Q4	$270K	Buy	5,523 +1,135	+26%	+$56.4K	﹤0.01%	1638
2022 Q3	$193K	Hold	4,388	–	–	﹤0.01%	1770
2022 Q2	$182K	Hold	4,388	–	–	﹤0.01%	1852
2022 Q1	$208K	Hold	4,388	–	–	﹤0.01%	1857
2021 Q4	$207K	Hold	4,388	–	–	﹤0.01%	2046
2021 Q3	$199K	Hold	4,388	–	–	﹤0.01%	1925
2021 Q2	$204K	Sell	4,388 -720	-14%	-$35.3K	﹤0.01%	1789
2021 Q1	$253K	Buy	5,108 +1,415	+38%	+$59.6K	﹤0.01%	1652
2020 Q4	$129K	Buy	3,693 +2,302	+165%	+$75.3K	﹤0.01%	2095
2020 Q3	$38K	Hold	1,391	–	–	﹤0.01%	2330
2020 Q2	$43K	Hold	1,391	–	–	﹤0.01%	2254
2020 Q1	$39K	Hold	1,391	–	–	﹤0.01%	2054
2019 Q4	$67K	Hold	1,391	–	–	﹤0.01%	1975
2019 Q3	$57K	Hold	1,391	–	–	﹤0.01%	1946
2019 Q2	$58K	Hold	1,391	–	–	﹤0.01%	1966
2019 Q1	$57K	Hold	1,391	–	–	﹤0.01%	1914
2018 Q4	$52K	Hold	1,391	–	–	﹤0.01%	2005
2018 Q3	$74K	Hold	1,391	–	–	﹤0.01%	1910
2018 Q2	$75K	Hold	1,391	–	–	﹤0.01%	1845
2018 Q1	$65K	Hold	1,391	–	–	﹤0.01%	1869
2017 Q4	$63K	Buy	1,391 +585	+73%	+$25.6K	﹤0.01%	1873
2017 Q3	$34K	Hold	806	–	–	﹤0.01%	2030
2017 Q2	$33K	Hold	806	–	–	﹤0.01%	2013
2017 Q1	$34K	Hold	806	–	–	﹤0.01%	2014
2016 Q4	$35K	Hold	806	–	–	﹤0.01%	1939
2016 Q3	$25K	Buy	806 +199	+33%	+$5.9K	﹤0.01%	2143
2016 Q2	$17K	Hold	607	–	–	﹤0.01%	2177
2016 Q1	$16K	Hold	607	–	–	﹤0.01%	2178
2015 Q4	$17K	Buy	+607	New	+$17.1K	﹤0.01%	2177

Other funds holding EFSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Zurich Cantonal Bank's EFSC Position: Q2 2026 in Review

Zurich Cantonal Bank held its Enterprise Financial Services Corp (EFSC) position steady in Q2 2026 at 17,373 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Zurich Cantonal Bank first reported a position in EFSC in Q4 2015 and has held it in 43 quarters since. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

Zurich Cantonal Bank held 17,373 shares of Enterprise Financial Services Corp worth $1.14M as of Q2 2026.
Zurich Cantonal Bank left its Enterprise Financial Services Corp share count unchanged in Q2 2026.
Enterprise Financial Services Corp made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #1469 holding.
Zurich Cantonal Bank first reported a position in Enterprise Financial Services Corp in Q4 2015 and has held it in 43 quarters since.
266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.