13F-HR: Enterprise Financial Services Corp's Q1 2025 13F Filing Reveals $169 Million in Holdings

Enterprise Financial Services Corp's latest 13F filing discloses $169.1 million in managed securities as of March 31, 2025.

Summary

• Enterprise Financial Services Corp filed its Form 13F for the quarter ended March 31, 2025.
• The filing reveals total holdings valued at $169,125,122.
• The firm manages holdings across 259 different positions.
• The largest holding is in Enterprise Financial Services Corp COM, valued at $18,237,475.
• The filing includes holdings information for Enterprise Bank & Trust, with file number 028-13646.

Sentiment

Score: 5

Explanation: The document is a regulatory filing, so the sentiment is neutral. It simply reports holdings.

Positives

• The filing provides a comprehensive overview of the firm's investment portfolio.
• The detailed holdings information offers insights into the firm's investment strategy.

Industry Context

Form 13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing transparency into their investment holdings and strategies.

Comparison to Industry Standards

• The filing is consistent with the regulatory requirements for institutional investment managers.
• The portfolio composition can be compared to other financial institutions of similar size and investment strategy to assess relative performance and risk exposure.

Stakeholder Impact

• Shareholders can use this information to understand the investment strategy of Enterprise Financial Services Corp.
• The filing provides transparency to the market regarding the institution's holdings.

Key Dates

Keywords

Form 13F, holdings, institutional investment manager, Enterprise Financial Services Corp, securities