ENVESTNET ASSET MANAGEMENT INC
Position in EFSC — Enterprise Financial Services Corp
CIK 1407543
Berwyn, PA
Position in EFSC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,292,996
+$912,305 QoQ
Shares Held
80,343
-0.8% QoQ
Ownership
0.222%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 267 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,497,062,468 across 120 Banks - Regional names. EFSC ranks #58 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,103,553 | $517,936,819 | |
| 2 | USB |
US Bancorp \De\
|
6,349,309 | $383,498,263 | |
| 3 | TFC |
Truist Financial Corp
|
3,124,345 | $155,654,867 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,186,210 | $123,236,657 | |
| 5 | IBN |
Icici Bank Ltd
|
2,774,649 | $80,548,060 | |
| 6 | MTB |
M&T Bank Corp
|
318,844 | $75,888,060 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,564,633 | $73,251,810 | |
| 8 | WTFC |
Wintrust Financial Corp
|
430,179 | $69,138,368 |
All Filings in EFSC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,292,996 | 80,343 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,380,691 | 80,959 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,367,250 | 80,875 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,442,679 | 111,119 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,977,137 | 108,478 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $6,460,085 | 120,210 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,058,685 | 125,154 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,177,496 | 120,513 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,066,867 | 123,854 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,743,045 | 116,939 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,047,905 | 113,055 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,304,325 | 114,782 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,292,333 | 33,052 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,396,603 | 31,321 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,320,744 | 26,976 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,170,803 | 26,585 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,061,404 | 25,576 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,192,353 | 25,203 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,144,710 | 24,309 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,158,036 | 25,575 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,060,568 | 22,862 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $982,521 | 19,873 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $425,970 | 12,188 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $326,858 | 11,986 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $324,519 | 10,428 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $264,056 | 9,461 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||