Enterprise Financial Services Corp· EFSC

🇺🇸 US · MidBroad USNASDAQ

Financial Services Banks - Regional Website

Price: $61.60
Day: -0.87%
Mkt Cap: $2.23B
52W Range: $51.18 – $68.73
Volume: 1.40M
Beta: 0.80

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.7 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 269 institutions hold; 151 added, 68 reduced

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Enterprise Financial Services Corp

EFSC|Financial Services|Banks - Regional

Current price: $62

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

0.0x

vs own 6-quarter average

Seller breadth · Q2 2026

1 seller

vs 0.8 avg per quarter

Institutional net breadth · Q2 2026

+91

186 adding vs 95 reducing

Institutional ownership · Q2 2026

84.9%

269 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

3.6M

+6.4%

WELLINGTON MANAGEMENT GROUP LLP

2.9M

-9.3%

DIMENSIONAL FUND ADVISORS LP

2.2M

+3.3%

STATE STREET CORP

1.6M

+19.9%

VANGUARD CAPITAL MANAGEMENT LLC

1.6M

+0.2%

EARNEST PARTNERS LLC

1.4M

-2.5%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

60 buying86 unchanged40 selling

186 funds held EFSC in Q2 2026, holding 14.7M shares between them, up 9.4% on the quarter.

Largest fund holders

Bridge Builder Trust178.6K sh

GLENMEDE FUND INC159.2K sh

EMPOWER FUNDS, INC.13.9K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Nov 6

SANBORN RICHARD

$3.0M

Sale · Nov 6

SANBORN RICHARD

$2.7M

Sale · Feb 28

HAVEL JAMES M

$323.0K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore EFSC on stockoscope.com→

Generated September 19, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

EFSC Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.7/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+10

Institutional Flow

50% weight

+52

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.7/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 18, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for EFSC

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q2 2026

1 sale totaling $38.1K (625 shares)

Share volume is well below the historical pace (0.0x average), insiders are holding more

Buying seen in 4 of 15 quarters

Net insider flow has improved over recent quarters

0.0x

Selling pace

vs own 6-qtr average

Light

0.03%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 0.5 avg per quarter

Q3 2025

Last insider purchase

buying in 4 of 16 quarters

Notable Recent Transactions, EFSC

Top 8 highest-value insider trades from the last 8 quarters

SANBORN RICHARD

Director

Sell

50,000 shares at $59.95

≈55.0% of their stake at the time

Nov 6, 2024$3.00M

SANBORN RICHARD

Director

Sell

46,200 shares at $59.16

≈33.7% of their stake at the time

Nov 6, 2024$2.73M

HAVEL JAMES M

Director

Sell

5,525 shares at $58.47

≈26.3% of their stake at the time

Feb 28, 2025$323.05K

LALLY JAMES BRIAN

CEO

Sell

4,689 shares at $55.18

≈4.2% of their stake at the time

May 12, 2025$258.74K

SANBORN RICHARD

Director

Sell

3,800 shares at $59.27

≈2.7% of their stake at the time

Nov 6, 2024$225.21K

LALLY JAMES BRIAN

CEO

Sell

2,206 shares at $55.04

≈2.1% of their stake at the time

May 13, 2025$121.42K

LALLY JAMES BRIAN

CEO

Sell

1,828 shares at $55.16

≈1.8% of their stake at the time

Jun 26, 2025$100.83K

LALLY JAMES BRIAN

CEO

Sell

1,655 shares at $55.04

≈1.6% of their stake at the time

Jun 24, 2025$91.09K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for EFSC

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

84.9% institutional ownership

Moderate accumulation: 186 adding vs 95 reducing

13F shares increased by 1.7%, a modest change

Momentum improving from prior quarter

+91

Net breadth

186 adding vs 95 reducing

Accumulating

1.96

Add / reduce ratio

in Q2 2026

New − closed

35 initiated, 27 exited

6 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+186 growing-95 shrinkingNet: +91

151

New (35)

Increased (151)

Reduced (68)

Closed (27)

Top Institutional Holders, EFSC

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

3.6M

$235.0M

Ownership

9.79%

+6.4%

WELLINGTON MANAGEMENT GROUP LLP

2.9M

$191.7M

Ownership

7.98%

-9.3%

DIMENSIONAL FUND ADVISORS LP

2.2M

$147.0M

Ownership

6.12%

+3.3%

STATE STREET CORP

1.6M

$105.6M

Ownership

4.40%

+19.9%

VANGUARD CAPITAL MANAGEMENT LLC

1.6M

$103.0M

Ownership

4.29%

+0.2%

EARNEST PARTNERS LLC

1.4M

$91.7M

Ownership

3.82%

-2.5%

AMERICAN CENTURY COMPANIES INC

1.2M

$79.9M

Ownership

3.33%

+16.7%

GEODE CAPITAL MANAGEMENT, LLC

980.7K

$64.6M

Ownership

2.69%

+6.4%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 186 ETFs and mutual funds reporting

60 buying40 sellingNet: +20

Buying (60)

Unchanged (86)

Selling (40)

In total, funds bought 1.9M shares and sold 512.0K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bullish Signal

Funds accumulating in Q2 2026

186 ETFs and mutual funds reporting

60 funds buying vs 40 selling

Top Fund Holders, EFSC

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

Bridge Builder Trust

178.6K

Weight

0.00%

Jun 30, 2026Increased

GLENMEDE FUND INC

159.2K

Weight

9.69%

Jul 31, 2026Decreased

EMPOWER FUNDS, INC.

13.9K

Weight

0.00%

Jun 30, 2026No change

STATE STREET INSTITUTIONAL INVESTMENT TRUST

13.2K

Weight

0.01%

Jun 30, 2026Increased

PUTNAM ASSET ALLOCATION FUNDS

13.2K

Weight

0.01%

Jun 30, 2026Increased

FIRST TRUST EXCHANGE-TRADED FUND

12.9K

Weight

0.05%

Jun 30, 2026Decreased

JOHN HANCOCK VARIABLE INSURANCE TRUST

12.8K

Weight

0.00%

Jun 30, 2026Decreased

Brighthouse Funds Trust II

12.2K

Weight

0.00%

Jun 30, 2026Increased

Enterprise Financial Services Corp· EFSC

Holdings Analysis

Insider Trading Activity

1.3Transaction History70Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings123Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History70Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings123Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights