MOSAIC FAMILY WEALTH PARTNERS, LLC
Position in EFSC — Enterprise Financial Services Corp
CIK 1965241
ST. LOUIS, MO
Position in EFSC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,366,541
+$597,361 QoQ
Shares Held
35,922
+9.9% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#81
of 265 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $8,706,558 across 7 Banks - Regional names. EFSC ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
75,783 | $4,376,468 | |
| 2 | EFSC |
Enterprise Financial Services Corp
This page
|
35,922 | $2,366,541 | |
| 3 | CBC |
Central Bancompany, Inc.
|
19,500 | $592,410 | |
| 4 | USB |
US Bancorp De
|
8,170 | $493,468 | |
| 5 | TFC |
Truist Financial Corp
|
7,310 | $364,184 | |
| 6 | THFF |
First Financial Corp /In/
|
3,516 | $272,279 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
7,526 | $241,208 |
All Filings in EFSC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,366,541 | 35,922 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,769,180 | 32,696 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,765,584 | 32,696 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,895,714 | 32,696 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,801,549 | 32,696 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,757,083 | 32,696 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,844,054 | 32,696 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,214,656 | 23,696 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $969,403 | 23,696 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $961,109 | 23,696 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $1,058,026 | 23,696 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $888,600 | 23,696 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $926,513 | 23,696 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,056,604 | 23,696 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $709,920 | 14,500 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||