Cornerstone Wealth Management, LLC

Position in EFSC — Enterprise Financial Services Corp

CIK 1674117 ST. PETERS, MO

Position in EFSC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$893,596

+$160,081 QoQ

Shares Held

13,564

+0.1% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#126

of 265 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $7,121,819 across 7 Banks - Regional names. EFSC ranks #2 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	54,542	$3,294,336
2	EFSC	Enterprise Financial Services Corp This page	13,564	$893,596
3	CBSH	Commerce Bancshares Inc /Mo/	14,459	$835,007
4	PNC	Pnc Financial Services Group, Inc.	3,044	$749,493
5	OZK	Bank OZK	10,475	$545,642
6	FITB	Fifth Third Bancorp	9,164	$516,574
7	RF	Regions Financial Corp	9,509	$287,171

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$893,596	13,564	+0.1%	Shares	Sole	2026-07-22
2026-03-31	$733,515	13,556	+0.1%	Shares	Sole	2026-04-24
2025-12-31	$731,538	13,547	+0.1%	Shares	Sole	2026-02-05
2025-09-30	$784,933	13,538	+0.1%	Shares	Sole	2025-11-04
2025-06-30	$745,503	13,530	+0.1%	Shares	Sole	2025-08-12
2025-03-31	$726,672	13,522	+0.1%	Shares	Sole	2025-04-18
2024-12-31	$762,133	13,513	+0.1%	Shares	Sole	2025-01-21
2024-09-30	$692,317	13,506	-0.3%	Shares	Sole	2024-10-16
2024-06-30	$554,166	13,546	+0.1%	Shares	Sole	2024-07-16
2024-03-31	$549,020	13,536	+0.1%	Shares	Sole	2024-04-19
2023-12-31	$603,935	13,526	-14.2%	Shares	Sole	2024-01-10
2023-09-30	$591,300	15,768	+0.1%	Shares	Sole	2023-11-07
2023-06-30	$616,137	15,758	—	Shares	Sole	2023-07-14
No filing history on record for this holder in this stock.