Enterprise Financial Services Corp.
Enterprise Financial Services Corp is a publicly traded financial services holding company founded in 1988 and headquartered in Clayton, Missouri. It is the parent of Enterprise Bank & Trust and focuses on serving privately held businesses, their owner families, and other entrepreneurs, with operations across Arizona, California, Florida, Kansas, Missouri, Nevada, and New Mexico. The company offers business and personal banking, wealth management, and specialized lending services. As of 2025, it employs roughly 1,400 people and is listed on Nasdaq under the ticker EFSC.
Investment Strategy
Enterprise Financial Services Corp executes its business primarily through Enterprise Bank & Trust, offering a broad array of banking solutions tailored for privately held businesses and entrepreneurs. Its strategy centers on commercial lending, including commercial real estate and SBA lending, as well as wealth management and specialized business banking services. The firm prioritizes relationship banking, customized financial solutions, and growth through strategic acquisitions and expansion into high-growth US regions. Risk management and disciplined credit practices are key tenets of its operational approach.
Top Holdings
Equity Positions (157)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EFSC | ENTERPRISE FINL SVCS CORP | 10.75% | $20.9M | 359,752 | $39.41 | $57.98 | +$960.5K |
M MSFT | MICROSOFT CORP | 6.81% | $13.2M | 25,505 | $214.68 | $517.95 | +$83.5K |
A AAPL | APPLE INC | 5.98% | $11.6M | 45,587 | $89.42 | $254.63 | +$2.1M |
P PEP | PEPSICO INC | 4.96% | $9.6M | 68,484 | $104.10 | $140.44 | +$563.5K |
B BRK-A | BERKSHIRE HATHAWAY INC DEL | 3.89% | $7.5M | 10 | $392724.30 | $754200.00 | +$254.0K |