Pure Financial Advisors, LLC
Position in EFSC — Enterprise Financial Services Corp
CIK 1571556
SAN DIEGO, CA
Position in EFSC
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$331,910
+$1,862 QoQ
Shares Held
6,134
+0.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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, 2026Pure Financial Advisors, LLC holds $6,014,758 across 11 Banks - Regional names. EFSC ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MVBF |
Mvb Financial Corp
|
84,824 | $2,106,179 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
5,018 | $1,044,195 | |
| 3 | MTB |
M&T Bank Corp
|
4,742 | $980,266 | |
| 4 | USB |
US Bancorp De
|
10,924 | $568,157 | |
| 5 | EFSC |
Enterprise Financial Services Corp
This page
|
6,134 | $331,910 | |
| 6 | WTFC |
Wintrust Financial Corp
|
2,268 | $315,115 | |
| 7 | NWG |
NatWest Group plc
|
16,468 | $245,373 | |
| 8 | TFC |
Truist Financial Corp
|
4,421 | $203,233 |
All Filings in EFSC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $331,910 | 6,134 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $330,048 | 6,112 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $353,156 | 6,091 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $334,622 | 6,073 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $325,341 | 6,054 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $340,374 | 6,035 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $308,482 | 6,018 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $245,419 | 5,999 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $241,534 | 5,955 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $265,042 | 5,936 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $221,775 | 5,914 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $231,237 | 5,914 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $262,724 | 5,892 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $287,591 | 5,874 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $257,986 | 5,858 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $242,401 | 5,841 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $275,486 | 5,823 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $273,545 | 5,809 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $262,397 | 5,795 | Shares | Sole | 2021-10-07 | |
| No filing history on record for this holder in this stock. | ||||||