Creative Planning
Position in EFSC — Enterprise Financial Services Corp
CIK 1540235
OVERLAND PARK, KS
Position in EFSC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,148,606
+$425,656 QoQ
Shares Held
58,189
+15.4% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.34886318720033.ToString("F0")%
Shared 0.ToString("F0")%
None 99.65113681279966.ToString("F0")%
Common Shares in EFSC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Creative Planning holds $683,940,048 across 194 Banks - Regional names. EFSC ranks #54 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
783,076 | $40,727,782 | |
| 2 | WF |
Woori Financial Group Inc.
|
390,676 | $26,019,020 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
123,994 | $25,801,910 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
404,143 | $24,236,455 | |
| 5 | TFC |
Truist Financial Corp
|
502,309 | $23,091,144 | |
| 6 | FITB |
Fifth Third Bancorp
|
409,192 | $19,011,060 | |
| 7 | SHG |
Shinhan Financial Group Co Ltd
|
301,441 | $18,484,361 | |
| 8 | KB |
KB Financial Group Inc.
|
184,039 | $18,354,209 |
All Filings in EFSC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||