Creative Planning
Position in EFSC — Enterprise Financial Services Corp
CIK 1540235
OVERLAND PARK, KS
Position in EFSC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,759,368
+$1,610,762 QoQ
Shares Held
72,243
+24.2% QoQ
Ownership
0.200%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#58
of 267 holders
Holding Since
Mar 2020
26 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, 2026Creative Planning holds $942,016,805 across 209 Banks - Regional names. EFSC ranks #52 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
834,708 | $50,416,362 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
139,365 | $34,314,449 | |
| 3 | KB |
KB Financial Group Inc.
|
298,911 | $31,373,698 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
434,304 | $30,431,680 | |
| 5 | WF |
Woori Financial Group Inc.
|
519,254 | $29,805,179 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
471,068 | $29,795,050 | |
| 7 | FITB |
Fifth Third Bancorp
|
455,485 | $25,675,688 | |
| 8 | TFC |
Truist Financial Corp
|
513,102 | $25,562,741 |
All Filings in EFSC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,759,368 | 72,243 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,148,606 | 58,189 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,722,950 | 50,425 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,245,198 | 55,971 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,614,118 | 65,592 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,068,339 | 57,096 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,355,037 | 41,756 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,246,827 | 43,832 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,514,894 | 37,030 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,361,030 | 33,556 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,384,730 | 31,013 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,196,699 | 31,912 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,213,780 | 31,043 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,343,897 | 30,139 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,473,891 | 30,104 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,231,974 | 27,974 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,075,140 | 25,907 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,225,660 | 25,907 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,102,329 | 23,409 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,059,959 | 23,409 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,085,943 | 23,409 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,280,617 | 46,129 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,612,208 | 46,129 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,257,937 | 46,129 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,435,534 | 46,129 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,247,744 | 44,706 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||