EFSC — ENTERPRISE FINANCIAL SERVICES CORP

Ownership history in ENTERPRISE FINANCIAL SERVICES CORP  ·  65 quarters on record

AI Ownership Summary

ENTERPRISE FINANCIAL SERVICES CORP reported ENTERPRISE FINANCIAL SERVICES CORP (EFSC) in 65 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 11.44% in 2024 Q3. The latest visible filing shows EFSC at 9.09% 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 ENTERPRISE FINANCIAL SERVICES CORP's position in ENTERPRISE FINANCIAL SERVICES 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 Q4

EFSC was reported at 9.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.44% in 2024 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 ENTERPRISE FINANCIAL SERVICES CORP fund profile ENTERPRISE FINANCIAL SERVICES CORP full holdings
How ENTERPRISE FINANCIAL SERVICES CORP held EFSC — position size vs. price
% of Fund (quarterly)    EFSC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 331,579 -28,173 -7.8% 9.09% $17.9M 2026-02-14 (Est.) $60.42
2025 Q3 REDUCED 359,752 -1,372 -0.4% 10.75% $20.9M 2025-10-15 $55.50
2025 Q2 ADDED 361,124 +11,759 +3.4% 10.62% $19.9M 2025-08-12 $56.01
2025 Q1 REDUCED 349,365 -14,017 -3.9% 11.10% $18.8M 2025-05-14 $53.19
2024 Q4 REDUCED 363,382 -19,633 -5.1% 11.40% $20.5M 2025-02-07 $58.75
2024 Q3 REDUCED 383,015 -8,286 -2.1% 11.44% $19.6M 2024-11-12 $57.91
2024 Q2 REDUCED 391,301 -14,885 -3.7% 9.86% $16.0M 2024-08-13 $46.68
2024 Q1 ADDED 406,186 +2,128 +0.5% 9.92% $16.5M 2024-05-14 $38.06
2023 Q4 ADDED 404,058 +58,027 +16.8% 10.99% $18.0M 2024-02-09 $37.92
2023 Q3 REDUCED 346,031 -31,016 -8.2% 8.97% $13.0M 2023-10-31 $32.85
55 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% 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% Clayton Financial Group LLC 0.28%

FAQ About ENTERPRISE FINANCIAL SERVICES CORP and EFSC

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

How long has ENTERPRISE FINANCIAL SERVICES CORP reported owning EFSC?

ENTERPRISE FINANCIAL SERVICES CORP reported EFSC across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported EFSC position in ENTERPRISE FINANCIAL SERVICES CORP's portfolio?

The largest reported portfolio weight for EFSC was 11.44% in 2024 Q3.

What is the latest reported EFSC position on this page?

The most recent filing on this page is 2025 Q4, when ENTERPRISE FINANCIAL SERVICES CORP reported 331,579 shares, equal to 9.09% of portfolio, with an estimated market value of $17.9M.

What does the chart on this EFSC ownership page compare?

The chart compares ENTERPRISE FINANCIAL SERVICES CORP'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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