ENTERPRISE FINANCIAL SERVICES CORP (EFSC)

Empfehlung

12,8
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
38.5
9 neu, 15 erhöht, -5077K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)

Score-Verlauf (90 Tage)

Stammdaten

Unternehmen

NameENTERPRISE FINANCIAL SERVICES CORP
TickerEFSC
CIK0001025835

Branche

SIC-Code6022
BeschreibungState Commercial Banks

Wertpapier

CUSIP00143K228
ISINUS00143K2289
TypCommon Stock
TitelAIM INVT FDS INVESCO INVT FD

Status

Zuletzt geprüft2026-03-20 22:39:21.862223

Finanzkennzahlen (SEC XBRL)

PeriodeFilingUmsatzNettoergebnisEPSAktivaEigenkapital
2025-12-3110-K201,374,0005.3117,300,884,0002,039,386,000

Fondsaktivität (letzte 3 Quartale)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
Hemenway Trust Co LLC1,060,3691,053,0907,27918,874,574Aufgestockt+0,7%
Broderick Brian C397,485397,48507,075,224Unverändert0,0%
RiverFront Investment Group, LLC78,107078,1075,627,442Neu+100,0%
SOMERVILLE KURT F221,355221,35503,940,114Unverändert0,0%
VSM Wealth Advisory, LLC11,460011,4602,918,053Neu+100,0%
Dempze Nancy E122,624114,7277,8972,182,715Aufgestockt+6,9%
Arvest Bank Trust Division23,03525,291-2,2562,038,385Reduziert-8,9%
STALEY CAPITAL ADVISERS INC20,25520,25501,411,166Unverändert0,0%
CHICAGO TRUST Co NA76,73578,582-1,847910,843Reduziert-2,4%
RHUMBLINE ADVISERS184,833173,04311,790750,746Aufgestockt+6,8%
NORTHSTAR ASSET MANAGEMENT Co8,5007,636864684,041Aufgestockt+11,3%
Kohmann Bosshard Financial Services, LLC9,73809,738663,917Neu+100,0%
NORTH STAR ASSET MANAGEMENT INC21,70339,883-18,180514,754Reduziert-45,6%
Ethos Financial Group, LLC6,0425,781261486,264Aufgestockt+4,5%
YOUSIF CAPITAL MANAGEMENT, LLC295,708295,7080471,607Unverändert0,0%
Elefante Mark B25,69025,64050457,278Aufgestockt+0,2%
Sequent Asset Management, LLC7,7367,7360286,000Unverändert0,0%
GREAT LAKES ADVISORS, LLC12,674453,277-440,603257,153Reduziert-97,2%
Diversified Trust Co16,67716,6770227,267Unverändert0,0%
RFP Financial Group LLC6,78406,784216,477Neu+100,0%
Westside Investment Management, Inc.8,6298,6290195,948Unverändert0,0%
Cascades Capital Asset Management, LLC1,6782,196-518114,708Reduziert-23,6%
Brooklyn Investment Group6,05806,058111,182Neu+100,0%
GAMMA Investing LLC8,0896,7101,37995,612Aufgestockt+20,6%
RICHARDSON FINANCIAL SERVICES INC.1,1831,00417984,576Aufgestockt+17,8%
Steigerwald, Gordon & Koch Inc.720072040,414Neu+100,0%
Grey Fox Wealth Advisors, LLC583058330,061Neu+100,0%
Transce3nd, LLC45545059,919Aufgestockt+1,1%
Salomon & Ludwin, LLC7344662689,131Aufgestockt+57,5%
Luminist Capital LLC1631,004-8418,445Reduziert-83,8%
Coston, McIsaac & Partners83,89888,131-4,2332,196Reduziert-4,8%
CURIO WEALTH, LLC53530685Unverändert0,0%
FSA Wealth Management LLC40040362Neu+100,0%
Motiv8 Investments LLC14,802014,802344Neu+100,0%
Estabrook Capital Management11041Unverändert0,0%

Insider-Transaktionen (12 Monate)

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
2025-08-04Finn Michael EDirectorOpen Market Purchase1,50054.1181,165.00+152,3%
2025-06-06Finn Michael EDirectorOpen Market Purchase852.25418.00+0,8%
2025-06-06Finn Michael EDirectorOpen Market Purchase1,49252.5078,330.00+146,9%

Top-Fondshalter (aktuelles Quartal)

FondsAnteileWert (USD)Anteil (%)
Hemenway Trust Co LLC1,060,36918,874,57444.94
Broderick Brian C397,4857,075,22416.84
SOMERVILLE KURT F221,3553,940,1149.38
Dempze Nancy E122,6242,182,7155.20
Arvest Bank Trust Division23,0352,038,3854.85
STALEY CAPITAL ADVISERS INC20,2551,411,1663.36
CHICAGO TRUST Co NA76,735910,8432.17
RHUMBLINE ADVISERS184,833750,7461.79
NORTHSTAR ASSET MANAGEMENT Co8,500684,0411.63
Kohmann Bosshard Financial Services, LLC9,738663,9171.58
NORTH STAR ASSET MANAGEMENT INC21,703514,7541.23
Ethos Financial Group, LLC6,042486,2641.16
YOUSIF CAPITAL MANAGEMENT, LLC295,708471,6071.12
Elefante Mark B25,690457,2781.09
Sequent Asset Management, LLC7,736286,0000.68
GREAT LAKES ADVISORS, LLC12,674257,1530.61
Diversified Trust Co16,677227,2670.54
RFP Financial Group LLC6,784216,4770.52
Westside Investment Management, Inc.8,629195,9480.47
Cascades Capital Asset Management, LLC1,678114,7080.27