MAI Capital Management
Position in EFSC — Enterprise Financial Services Corp
CIK 1040197
INDEPENDENCE, OH
Position in EFSC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,687,310
+$503,810 QoQ
Shares Held
40,791
+1.1% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#75
of 265 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EFSC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MAI Capital Management holds $87,909,166 across 54 Banks - Regional names. EFSC ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
233,757 | $14,118,922 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
43,267 | $10,653,200 | |
| 3 | OZK |
Bank OZK
|
131,906 | $6,870,983 | |
| 4 | FITB |
Fifth Third Bancorp
|
95,443 | $5,380,121 | |
| 5 | CHCO |
City Holding Co
|
28,457 | $3,774,536 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
180,972 | $3,208,633 | |
| 7 | JMSB |
John Marshall Bancorp, Inc.
|
133,192 | $2,903,585 | |
| 8 | EFSC |
Enterprise Financial Services Corp
This page
|
40,791 | $2,687,310 |
All Filings in EFSC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,687,310 | 40,791 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,183,500 | 40,353 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,174,904 | 40,276 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,331,201 | 40,207 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,211,934 | 40,144 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,046,526 | 38,082 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,144,271 | 38,019 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,912,613 | 37,312 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,523,938 | 37,251 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,506,722 | 37,148 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,664,150 | 37,271 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,388,250 | 37,020 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,444,745 | 36,950 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,642,472 | 36,835 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,768,924 | 36,130 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,588,654 | 36,073 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,490,472 | 35,915 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,696,915 | 35,868 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,686,857 | 35,822 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,620,027 | 35,778 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,657,793 | 35,736 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,766,787 | 35,736 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,245,722 | 35,643 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||