NFJ INVESTMENT GROUP, LLC
Position in EFSC — Enterprise Financial Services Corp
CIK 1862664
DALLAS, TX
Position in EFSC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,992,773
-$3,521,712 QoQ
Shares Held
90,965
-48.3% QoQ
Ownership
0.251%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#48
of 267 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 8%
Shared 92%
None 0%
Common Shares in EFSC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NFJ INVESTMENT GROUP, LLC holds $365,319,801 across 24 Banks - Regional names. EFSC ranks #14 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
|
329,404 | $47,025,714 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
|
417,482 | $42,115,583 | |
| 3 | GBCI |
Glacier Bancorp, Inc.
|
777,998 | $40,129,136 | |
| 4 | BOH |
Bank Of Hawaii Corp
|
487,887 | $39,757,911 | |
| 5 | INDB |
Independent Bank Corp
|
421,384 | $35,278,267 | |
| 6 | ONB |
Old National Bancorp /In/
|
1,193,779 | $30,918,875 | |
| 7 | TFC |
Truist Financial Corp
|
467,061 | $23,268,978 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
89,957 | $22,149,211 |
All Filings in EFSC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,992,773 | 90,965 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $9,514,485 | 175,836 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $9,625,500 | 178,250 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $10,713,775 | 184,784 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,439,837 | 62,429 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,419,744 | 63,635 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $3,589,014 | 63,635 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,301,604 | 64,409 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,480,745 | 85,083 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,675,384 | 90,616 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,226,791 | 94,665 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,221,675 | 112,578 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $3,206,668 | 82,012 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $3,594,309 | 80,608 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,227,303 | 86,342 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,094,882 | 92,981 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,772,915 | 115,010 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $5,599,563 | 118,359 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,056,947 | 107,389 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $5,128,411 | 113,260 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $5,782,559 | 124,651 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $6,311,707 | 127,664 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||