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Allworth Financial’s Esquire Financial Holdings ESQ Stock Holding History

Allworth Financial’s Portfolio ESQ Stock Details ESQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$834 Buy
7
+5
+250% +$554 ﹤0.01% 4756
2026
Q1 		$215 Sell
2
-6
-75% -$642 ﹤0.01% 4913
2025
Q4 		$817 Buy
+8
New +$811 ﹤0.01% 4417

Other funds holding ESQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AM
Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's ESQ Position: Q2 2026 in Review

Allworth Financial increased its Esquire Financial Holdings (ESQ) stake by 250% in Q2 2026, buying an estimated $554 and bringing the position to 7 shares worth $834. The position accounts for ﹤0.01% of the portfolio, ranked #4756.

Allworth Financial first reported a position in ESQ in Q4 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Allworth Financial held 7 shares of Esquire Financial Holdings worth $834 as of Q2 2026.
  • Allworth Financial bought 5 Esquire Financial Holdings shares in Q2 2026, an estimated $554.
  • Esquire Financial Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4756 holding.
  • Allworth Financial first reported a position in Esquire Financial Holdings in Q4 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.