Position in EFSC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,777,939
+$770,817 QoQ
Shares Held
87,704
-5.2% QoQ
Ownership
0.242%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#51
of 265 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, 2026Plancorp, LLC holds $12,610,712 across 7 Banks - Regional names. EFSC ranks #1 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFSC |
Enterprise Financial Services Corp
This page
|
87,704 | $5,777,939 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
54,237 | $3,132,186 | |
| 3 | USB |
US Bancorp \De\
|
41,705 | $2,518,982 | |
| 4 | MTB |
M&T Bank Corp
|
1,958 | $466,023 | |
| 5 | RF |
Regions Financial Corp
|
8,554 | $258,330 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,002 | $246,712 | |
| 7 | BOTJ |
Bank Of The James Financial Group Inc
|
8,250 | $210,540 |
All Filings in EFSC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,777,939 | 87,704 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $5,007,122 | 92,536 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,995,756 | 92,514 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,594,664 | 96,493 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $5,315,772 | 96,475 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,237,822 | 97,466 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,330,984 | 59,060 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,280,640 | 64,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,776,680 | 43,429 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,378,884 | 58,651 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,617,784 | 58,629 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,235,375 | 59,610 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,290,321 | 58,576 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,610,922 | 58,554 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,989,399 | 61,058 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,794,382 | 63,451 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,637,283 | 63,549 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,005,698 | 63,532 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,065,229 | 65,093 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,009,489 | 66,464 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,082,615 | 66,450 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,547,122 | 71,746 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,597,414 | 74,318 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,148,357 | 78,781 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,451,011 | 78,760 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,197,633 | 78,740 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||