FIRST FOUNDATION ADVISORS
EndowmentPosition in EFSC — Enterprise Financial Services Corp
CIK 1086763
Irvine, CA
Position in EFSC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$386,715
+$69,090 QoQ
Shares Held
5,870
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#166
of 265 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EFSC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $12,414,562 across 4 Banks - Regional names. EFSC ranks #3 (3.1% of the industry book) .
All Filings in EFSC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,715 | 5,870 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $317,625 | 5,870 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $316,980 | 5,870 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $340,342 | 5,870 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $323,437 | 5,870 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $315,453 | 5,870 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $331,068 | 5,870 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $300,896 | 5,870 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $358,780 | 8,770 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $355,711 | 8,770 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $391,580 | 8,770 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $328,875 | 8,770 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $341,343 | 8,730 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $389,270 | 8,730 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $427,420 | 8,730 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $384,469 | 8,730 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $362,295 | 8,730 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $413,016 | 8,730 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $411,095 | 8,730 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||