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Visionary Wealth Advisors

Position in EFSC — Enterprise Financial Services Corp

CIK 1802984 O'FALLON, IL

Position in EFSC

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,304,424
-$372,282 QoQ
Shares Held
19,800
-36.1% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#106
of 266 holders
Holding Since
Dec 2022
15 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, 2026

Visionary Wealth Advisors holds $4,396,278 across 5 Banks - Regional names. EFSC ranks #2 (29.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 EFSC
Enterprise Financial Services Corp
This page
19,800 $1,304,424

All Filings in EFSC

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,304,424 19,800
2026-03-31 $1,676,706 30,987
2025-12-31 $2,078,136 38,484
2025-09-30 $2,788,084 48,087
2025-06-30 $3,195,193 57,989
2025-03-31 $280,898 5,227
2024-12-31 $294,690 5,225
2024-09-30 $267,730 5,223
2024-06-30 $217,845 5,325
2024-03-31 $215,738 5,319
2023-12-31 $237,404 5,317
2023-09-30 $203,175 5,418
2023-06-30 $211,765 5,416
2023-03-31 $241,365 5,413
2022-12-31 $289,402 5,911