Cornerstone Planning, LLC
Position in EFSC — Enterprise Financial Services Corp
CIK 1802105
CHARLOTTE, NC
Position in EFSC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$341,126
+$60,945 QoQ
Shares Held
5,178
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#171
of 265 holders
Holding Since
Dec 2024
4 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, 2026Cornerstone Planning, LLC holds $629,035 across 2 Banks - Regional names. EFSC ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFSC |
Enterprise Financial Services Corp
This page
|
5,178 | $341,126 | |
| 2 | TFC |
Truist Financial Corp
|
5,779 | $287,909 |
All Filings in EFSC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,126 | 5,178 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $280,181 | 5,178 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $310,284 | 5,746 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $352,612 | 6,252 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||