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Enterprise Financial Services shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in Enterprise Financial Services

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Enterprise Financial Services by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $302k 5.5k 55.10
2025-03-31 $332k 6.2k 53.74
2024-12-31 $348k 6.2k 56.40
2024-09-30 $317k 6.2k 51.26

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding Enterprise Financial Services

BlackRock
Wellington Management Company
Vanguard Group
Dimensional Fund Advisors
Earnest Partners
First Trust Advisors
State Street Corporation
Macquarie Group
Thrivent Financial for Lutherans
Geode Capital Management
American Century Companies
PL Capital Advisors
Jennison Associates
Western Financial Corp
William Blair Investment Management

View all funds holding Enterprise Financial Services