STOCK TITAN

Wellington Group discloses 3.25M-share stake in Enterprise Financial Services (EFSC)

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Enterprise Financial Services Corp reported that Wellington Management Group LLP and affiliated entities beneficially own 3,250,131 shares of Common Stock, representing 8.83% of the class as disclosed in this Amendment No. 3 to Schedule 13G/A.

The filing lists shared voting power of 2,219,233 (several affiliates) and a shared dispositive power aggregate of 3,250,131. Ownership is held of record by clients of Wellington investment advisers and attributable through parent and subsidiary entities.

Positive

  • None.

Negative

  • None.

Insights

Wellington reports a substantial passive stake of 8.83% in EFSC.

Wellington Management Group LLP and related entities are shown as beneficial owners of 3,250,131 shares with shared voting and dispositive power noted across affiliates. The shares are owned of record by clients of the Wellington Investment Advisers.

This is a passive ownership disclosure under Schedule 13G/A; cash‑flow treatment and any planned dispositions are not disclosed in the excerpt. Subsequent filings would show any changes.

Ownership is aggregated through a parent/affiliate structure and reported per Schedule 13G/A rules.

The filing identifies the parent/holding chain (Wellington Management Group LLP → Wellington Group Holdings LLP → Wellington Investment Advisors Holdings LLP) and lists relevant investment adviser entities with classification codes such as IA and HC. The schedule attributes record ownership to client accounts managed by those advisers.

Material governance implications depend on voting coordination, which is not specified here; the filing only discloses shared voting and dispositive power figures.

Shares beneficially owned 3,250,131 shares reported in Amendment No. 3 to Schedule 13G/A
Percent of class 8.83% percent of class reported in Item 4(b)
Shared voting power (example) 2,219,233 shares shared voting power reported for several affiliates
Shared dispositive power (aggregate) 3,250,131 shares shared dispositive power aggregate across affiliates
CUSIP 293712105 Common Stock CUSIP reported on cover
beneficially owned regulatory
"Amount beneficially owned: See the responses to Item 9"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared dispositive power regulatory
"Shared Dispositive Power 3,250,131.00"
parent holding company regulatory
"Wellington Management Group LLP is owned by"
IA / HC classification regulatory
"Wellington Management Company LLP - IA; Wellington Group Holdings LLP - HC"





293712105

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026