EFSC — ENTERPRISE FINL SVCS CORP

Ownership history in CLARIS ADVISORS, LLC / MO /  ·  16 quarters on record

AI Ownership Summary

CLARIS ADVISORS, LLC / MO / reported ENTERPRISE FINL SVCS CORP (EFSC) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.14% in 2023 Q4. The latest visible filing shows EFSC at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EFSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLARIS ADVISORS, LLC / MO /'s position in ENTERPRISE FINL SVCS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EFSC was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EFSC stock page CLARIS ADVISORS, LLC / MO / fund profile CLARIS ADVISORS, LLC / MO / full holdings
How CLARIS ADVISORS, LLC / MO / held EFSC — position size vs. price
% of Fund (quarterly)    EFSC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 5,633 — 0% 0.11% $310K 2025-10-06 $57.32
2025 Q2 ADDED 5,633 +3 +0.1% 0.11% $310K 2025-07-17 $57.73
2025 Q1 ADDED 5,630 +4 +0.1% 0.11% $303K 2025-04-17 $47.51
2024 Q4 ADDED 5,626 +3 +0.1% 0.12% $317K 2025-02-07 $58.75
2024 Q3 ADDED 5,623 +3 +0.1% 0.13% $288K 2024-10-31 $51.02
2024 Q2 ADDED 5,620 +8 +0.1% 0.12% $230K 2024-08-02 $48.38
2024 Q1 ADDED 5,612 +3 +0.1% 0.11% $228K 2024-04-25 $37.18
2023 Q4 ADDED 5,609 +4 +0.1% 0.14% $250K 2024-02-06 $37.55
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EFSC

As of 2025 Q4 — sorted by position size

PL Capital Advisors, LLC 3Y 7Y 12.48% Western Financial Corp/CA 3Y 12.37% ENTERPRISE FINANCIAL SERVICES CORP 3Y 7Y 9.09% ENDEAVOUR CAPITAL ADVISORS INC 3Y 7Y 2.78% Phocas Financial Corp. 3Y 7Y 0.96% DENALI ADVISORS LLC 3Y 7Y 0.84% MALTESE CAPITAL MANAGEMENT LLC 3Y 7Y 0.53% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.36% NFJ INVESTMENT GROUP, LLC 3Y 0.35% EARNEST PARTNERS LLC 3Y 7Y 0.34%

FAQ About CLARIS ADVISORS, LLC / MO / and EFSC

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLARIS ADVISORS, LLC / MO / reported owning EFSC?

CLARIS ADVISORS, LLC / MO / reported EFSC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported EFSC position in CLARIS ADVISORS, LLC / MO /'s portfolio?

The largest reported portfolio weight for EFSC was 0.14% in 2023 Q4.

What is the latest reported EFSC position on this page?

The most recent filing on this page is 2025 Q3, when CLARIS ADVISORS, LLC / MO / reported 5,633 shares, equal to 0.11% of portfolio, with an estimated market value of $310K.

What does the chart on this EFSC ownership page compare?

The chart compares CLARIS ADVISORS, LLC / MO /'s quarterly EFSC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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