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Enterprise Financial Services shares owned by CI Private Wealth

Quarter-by-quarter ownership of Enterprise Financial Services (EFSC) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Enterprise Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Enterprise Financial Services held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Enterprise Financial Services by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $329k 6.1k 54.00
2023-12-31 $223k 5.0k 44.65

More positions owned by CI Private Wealth

Blackrock (BLK)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Monolithic Power Systems (MPWR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ge Vernova (GEV)

View all positions for CI Private Wealth

Top funds holding Enterprise Financial Services

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

View all funds holding Enterprise Financial Services