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Enterprise Financial Services shares owned by Cornerstone Planning

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

Historical chart of Cornerstone Planning investment in Enterprise Financial Services

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Enterprise Financial Services by Cornerstone Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $310k 5.7k 54.00

More positions owned by Cornerstone Planning

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Ibonds Dec2026 (IBDR)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Ibonds 2026 Term (IBHF)
Apple (AAPL)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr Ibonds 27 Etf (IBDS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Ishares Tr Ibds Dec28 Etf (IBDT)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

View all positions for Cornerstone Planning

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