Enterprise Financial Services Corp
US ˙ NasdaqGS ˙ US2937121059

SecurityEFSC / Enterprise Financial Services Corp
InstitutionCreative Planning
Latest Disclosed Ownership58,189 shares
Latest Disclosed Value $ 3,148,600
Creative Planning reports 15.40% increase in ownership of EFSC / Enterprise Financial Services Corp

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 58,189 shares of Enterprise Financial Services Corp (US:EFSC) valued at $3,148,607 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 50,425 shares of Enterprise Financial Services Corp. This represents a change in shares of 15.40% during the quarter. The current value of the position is $3,432,569 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F ENTERPRISE FINL SVCS COM 293712105 58,189 7,764 15.40 3,149 15.65 0.0021
2026-02-17 2025-12-31 13F ENTERPRISE FINL SVCS COM 293712105 50,425 -5,546 -9.91 2,723 -16.12 0.0019
2025-11-14 2025-09-30 13F ENTERPRISE FINL SVCS COM 293712105 55,971 -9,621 -14.67 3,245 -10.21 0.0025
2025-08-08 2025-06-30 13F ENTERPRISE FINL SVCS COM 293712105 65,592 8,496 14.88 3,614 17.80 0.0031
2025-05-15 2025-03-31 13F ENTERPRISE FINL SVCS COM 293712105 57,096 15,340 36.74 3,068 30.28 0.0029
2025-02-14 2024-12-31 13F ENTERPRISE FINL SVCS COM 293712105 41,756 -2,076 -4.74 2,355 4.85 0.0023
2024-10-11 2024-09-30 13F ENTERPRISE FINL SVCS COM 293712105 43,832 6,802 18.37 2,247 48.35 0.0022
2024-08-15 2024-06-30 13F ENTERPRISE FINL SVCS COM 293712105 37,030 3,474 10.35 1,515 11.24 0.0016
2024-05-13 2024-03-31 13F ENTERPRISE FINL SVCS COM 293712105 33,556 2,543 8.20 1,361 -1.66 0.0015
2024-02-14 2023-12-31 13F ENTERPRISE FINL SVCS COM 293712105 31,013 -899 -2.82 1,385 15.72 0.0026
2023-11-16 2023-09-30 13F ENTERPRISE FINL SVCS COM 293712105 31,912 869 2.80 1,197 -1.40 0.0016
2023-07-21 2023-06-30 13F ENTERPRISE FINL SVCS COM 293712105 31,043 904 3.00 1,214 -9.68 0.0016
2023-05-15 2023-03-31 13F ENTERPRISE FINL SVCS COM 293712105 30,139 35 0.12 1,344 -8.83 0.0019
2023-02-10 2022-12-31 13F ENTERPRISE FINL SVCS COM 293712105 30,104 2,130 7.61 1,474 19.56 0.0022
2022-11-03 2022-09-30 13F ENTERPRISE FINL SVCS COM 293712105 27,974 2,067 7.98 1,232 14.60 0.0021
2022-08-15 2022-06-30 13F ENTERPRISE FINL SVCS COM 293712105 25,907 0 0.00 1,075 -12.32 0.0018
2022-05-16 2022-03-31 13F ENTERPRISE FINL SVCS COM 293712105 25,907 2,498 10.67 1,226 11.25 0.0019
2022-02-11 2021-12-31 13F ENTERPRISE FINL SVCS COM 293712105 23,409 0 0.00 1,102 3.96 0.0018
2021-11-10 2021-09-30 13F ENTERPRISE FINL SVCS COM 293712105 23,409 0 0.00 1,060 -2.39 0.0019
2021-08-04 2021-06-30 13F ENTERPRISE FINL SVCS COM 293712105 23,409 -22,720 -49.25 1,086 -52.39 0.0019
2021-04-30 2021-03-31 13F CreativePlanning COM 293712105 46,129 0 0.00 2,281 41.50 0.0046
2021-01-29 2020-12-31 13F ENTERPRISE FINL SVCS COM 293712105 46,129 0 0.00 1,612 28.14 0.0035
2020-11-05 2020-09-30 13F ENTERPRISE FINL SVCS COM 293712105 46,129 0 0.00 1,258 -12.40 0.0033
2020-07-23 2020-06-30 13F ENTERPRISE FINL SVCS COM 293712105 46,129 1,423 3.18 1,436 15.06 0.0042
2020-05-05 2020-03-31 13F ENTERPRISE FINL SVCS COM 293712105 44,706 0 0.00 1,248 -42.09 0.0044
2020-01-30 2019-12-31 13F ENTERPRISE FINL SVCS COM 293712105 44,706 -1,100 -2.40 2,155 15.43 0.0065
2019-11-01 2019-09-30 13F ENTERPRISE FINL SVCS COM 293712105 45,806 -1,000 -2.14 1,867 -4.11 0.0061
2019-07-26 2019-06-30 13F ENTERPRISE FINL SVCS COM 293712105 46,806 7,000 17.59 1,947 19.96 0.0066
2019-04-24 2019-03-31 13F ENTERPRISE FINL SVCS COM 293712105 39,806 -1,750 -4.21 1,623 3.77 0.0058
2019-02-12 2018-12-31 13F/A-1 ENTERPRISE FINL SVCS COM 293712105 41,556 0 0.00 1,564 -29.07 0.0064
2019-02-01 2018-12-31 13F ENTERPRISE FINL SVCS COM 293712105 41,556 0 1,564
2018-10-25 2018-09-30 13F ENTERPRISE FINL SVCS COM 293712105 41,556 0 0.00 2,205 -1.65 0.0082
2018-07-20 2018-06-30 13F ENTERPRISE FINL SVCS COM 293712105 41,556 0 0.00 2,242 15.03 0.0088
2018-04-18 2018-03-31 13F ENTERPRISE FINL SVCS COM 293712105 41,556 -1,600 -3.71 1,949 0.05 0.0079
2018-01-17 2017-12-31 13F ENTERPRISE FINL SVCS COM 293712105 43,156 -3,101 -6.70 1,948 -0.56 0.0084
2017-10-17 2017-09-30 13F ENTERPRISE FINL SVCS COM 293712105 46,257 0 0.00 1,959 3.82 0.0091
2017-07-12 2017-06-30 13F ENTERPRISE FINL SVCS COM 293712105 46,257 9,427 25.60 1,887 20.81 0.0096
2017-04-07 2017-03-31 13F ENTERPRISE FINL SVCS COM 293712105 36,830 -3,055 -7.66 1,562 -8.92 0.0085
2017-01-09 2016-12-31 13F ENTERPRISE FINL SVCS COM 293712105 39,885 12,783 47.17 1,715 102.48 0.0104
2016-10-12 2016-09-30 13F ENTERPRISE FINL SVCS COM 293712105 27,102 0 0.00 847 12.04 0.0054
2016-07-12 2016-06-30 13F ENTERPRISE FINL SVCS COM 293712105 27,102 0 0.00 756 3.14 0.0055
2016-04-08 2016-03-31 13F ENTERPRISE FINL SVCS COM 293712105 27,102 0 0.00 733 -4.56 0.0057
2016-01-11 2015-12-31 13F ENTERPRISE FINL SVCS COM 293712105 27,102 -1,329 -4.67 768 7.26 0.0063
2015-10-09 2015-09-30 13F ENTERPRISE FINL SVCS COM 293712105 28,431 329 1.17 716 11.88 0.0063
2015-07-09 2015-06-30 13F ENTERPRISE FINL SVCS COM 293712105 28,102 0 0.00 640 10.15 0.0058
2015-04-13 2015-03-31 13F ENTERPRISE FINL SVCS COM 293712105 28,102 28,102 0.00 581 0.0055
2015-01-29 2014-12-31 13F ENTERPRISE FINL SVCS COM 293712105 0 -30,673 -100.00 0 -100.00
2014-10-10 2014-09-30 13F ENTERPRISE FINL SVCS COM 293712105 30,673 0 0.00 513 -7.40 0.0060
2014-08-20 2014-06-30 13F ENTERPRISE FINL SVCS COM 293712105 30,673 0 0.00 554 -10.06 0.0072
2014-04-11 2014-03-31 13F ENTERPRISE FINL SVCS COM 293712105 30,673 0 0.00 616 -1.60 0.0093
2014-01-06 2013-12-31 13F ENTERPRISE FINL SVCS COM 293712105 30,673 -102 -0.33 626 20.38 0.0107
2013-10-10 2013-09-30 13F ENTERPRISE FINL SVCS COM 293712105 30,775 -880 -2.78 520 2.97 0.0103
2013-07-09 2013-06-30 13F ENTERPRISE FINL SVCS COM 293712105 31,655 31,655 505 0.0117
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.