Enterprise Financial Services Corp
US ˙ NasdaqGS ˙ US2937121059

SecurityEFSC / Enterprise Financial Services Corp
InstitutionBoston Partners
Latest Disclosed Ownership104,676 shares
Latest Disclosed Value $ 5,664,020
Boston Partners reports 3.34% decrease in ownership of EFSC / Enterprise Financial Services Corp

On May 11, 2026 - Boston Partners filed a 13F-HR form disclosing ownership of 104,676 shares of Enterprise Financial Services Corp (US:EFSC) valued at $5,664,018 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 108,294 shares of Enterprise Financial Services Corp. This represents a change in shares of -3.34% during the quarter. The current value of the position is $6,174,837 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F ENTERPRISE FINL SVCS COM 293712105 104,676 -3,618 -3.34 5,664 -3.13 0.0025
2026-02-13 2025-12-31 13F ENTERPRISE FINL SVCS COM 293712105 108,294 6,120 5.99 5,848 -1.30 0.0061
2025-11-13 2025-09-30 13F ENTERPRISE FINL SVCS COM 293712105 102,174 -5,736 -5.32 5,924 -0.35 0.0061
2025-08-12 2025-06-30 13F/A-1 ENTERPRISE FINL SVCS COM 293712105 107,910 63,261 141.69 5,946 147.81 0.0066
2025-08-07 2025-06-30 13F ENTERPRISE FINL SVCS COM 293712105 46,895 2,246 2,584 0.0012
2025-05-13 2025-03-31 13F ENTERPRISE FINL SVCS COM 293712105 44,649 1,374 3.18 2,399 -1.68 0.0029
2025-02-11 2024-12-31 13F ENTERPRISE FINL SVCS COM 293712105 43,275 25,678 145.92 2,441 170.51 0.0030
2024-11-12 2024-09-30 13F ENTERPRISE FINL SVCS COM 293712105 17,597 17,597 902 0.0011
2024-08-14 2024-06-30 13F ENTERPRISE FINL SVCS COM 293712105 0 -21,524 -100.00 0 -100.00
2024-05-28 2024-03-31 13F/A-1 ENTERPRISE FINL SVCS COM 293712105 21,524 21,524 873 0.0010
2024-05-13 2024-03-31 13F ENTERPRISE FINL SVCS COM 293712105 21,524 21,524 873 0.0010
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.