EFSC β€” ENTERPRISE FINL SVCS CORP

Ownership history in Clayton Financial Group LLC  Β·  2 quarters on record

AI Ownership Summary

Clayton Financial Group LLC reported ENTERPRISE FINL SVCS CORP (EFSC) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.28% in 2026 Q1. The latest visible filing shows EFSC at 0.28% 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.

What this EFSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clayton Financial Group LLC'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
2026 Q1

EFSC was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 to 2026 Q1

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.

How Clayton Financial Group LLC held EFSC β€” position size vs. price
% of Fund (quarterly)    EFSC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 10,000 β€” 0% 0.28% $541K 2026-04-13 $58.02
2025 Q4 INITIATED 10,000 β€” β€” 0.28% $540K 2026-01-21 $57.54

FAQ About Clayton Financial Group LLC and EFSC

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

How long has Clayton Financial Group LLC reported owning EFSC?

Clayton Financial Group LLC reported EFSC across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported EFSC position in Clayton Financial Group LLC's portfolio?

The largest reported portfolio weight for EFSC was 0.28% in 2026 Q1.

What is the latest reported EFSC position on this page?

The most recent filing on this page is 2026 Q1, when Clayton Financial Group LLC reported 10,000 shares, equal to 0.28% of portfolio, with an estimated market value of $541K.

What does the chart on this EFSC ownership page compare?

The chart compares Clayton Financial Group LLC'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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