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Enterprise Financial Services shares owned by Atria Investments

Quarter-by-quarter ownership of Enterprise Financial Services (EFSC) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Enterprise Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Enterprise Financial Services held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Enterprise Financial Services by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $241k 4.3k 56.39
2024-09-30 $236k 4.6k 51.27
2024-06-30 $228k 5.6k 40.91

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Unified Ser Tr Oneascent Large (OALC)
Vanguard Index Fds Value Etf (VTV)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)

View all positions for Atria Investments

Top funds holding Enterprise Financial Services

BlackRock
Wellington Management Company
Dimensional Fund Advisors
Vanguard Group
Earnest Partners
State Street Corporation
Macquarie Group
Geode Capital Management
American Century Companies
PL Capital Advisors
William Blair Investment Management
Western Financial Corp
Jennison Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Enterprise Financial Services