Position in EFSC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$713,612
+$681,904 QoQ
Shares Held
10,832
+1748.5% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#132
of 265 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EFSC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LM Advisors LLC holds $925,853 across 2 Banks - Regional names. EFSC ranks #1 (77.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFSC |
Enterprise Financial Services Corp
This page
|
10,832 | $713,612 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
862 | $212,241 |
All Filings in EFSC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $713,612 | 10,832 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $31,708 | 586 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $31,590 | 585 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $628,039 | 10,832 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $596,843 | 10,832 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $582,111 | 10,832 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $610,924 | 10,832 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $555,248 | 10,832 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $443,137 | 10,832 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $439,345 | 10,832 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $483,648 | 10,832 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||