MAI Capital Management
Position in EFSC — Enterprise Financial Services Corp
CIK 1040197
INDEPENDENCE, OH
Position in EFSC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,183,500
+$8,596 QoQ
Shares Held
40,353
+0.2% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EFSC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026MAI Capital Management holds $63,965,689 across 268 Banks - Regional names. EFSC ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
197,620 | $10,278,216 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
35,531 | $7,393,645 | |
| 3 | FITB |
Fifth Third Bancorp
|
97,062 | $4,509,500 | |
| 4 | JMSB |
John Marshall Bancorp, Inc.
|
198,116 | $4,017,792 | |
| 5 | OZK |
Bank OZK
|
84,762 | $3,889,728 | |
| 6 | CHCO |
City Holding Co
|
28,352 | $3,388,631 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
171,808 | $2,688,795 | |
| 8 | EFSC |
Enterprise Financial Services Corp
This page
|
40,353 | $2,183,500 |
All Filings in EFSC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||