13F-HR: Enterprise Financial Services Corp Discloses Q2 Holdings

Enterprise Financial Services Corp has filed its quarterly 13F-HR report, detailing $187.4 million in managed assets across 309 positions as of June 30, 2025.

Summary

• Enterprise Financial Services Corp submitted its Form 13F-HR, a quarterly report of institutional investment managers' equity holdings.
• The report covers the calendar quarter ended June 30, 2025.
• The total fair market value of the holdings reported is $187,378,690.
• The filing includes 309 distinct information table entries, representing various equity positions.
• The report also incorporates holdings from one other included manager, Enterprise Bank & Trust.

Sentiment

Score: 5

Explanation: The filing is a routine, factual disclosure of investment holdings and does not contain qualitative information that would indicate a positive or negative sentiment regarding the filing entity's operational performance or outlook.

Future Outlook

NA

Industry Context

This filing is a standard quarterly disclosure required by the SEC for institutional investment managers. It provides transparency into the equity holdings managed by Enterprise Financial Services Corp, offering insights into their investment strategy and portfolio composition, which is common practice across the financial services industry.

Stakeholder Impact

• Shareholders and potential investors gain transparency into the investment portfolio managed by Enterprise Financial Services Corp, which can inform their assessment of the firm's investment strategy and asset management activities.

Key Dates

Keywords

13F-HR, Holdings Report, Institutional Investment, Equity Portfolio, SEC Filing, Investment Management, Enterprise Financial Services Corp, Managed Assets