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ALPS Advisors’s Esquire Financial Holdings ESQ Stock Holding History

ALPS Advisors’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 		$542K Buy
4,551
+51
+1% +$5.65K ﹤0.01% 949
2026
Q1 		$484K Sell
4,500
-248
-5% -$26.5K ﹤0.01% 883
2025
Q4 		$485K Buy
4,748
+52
+1% +$5.27K ﹤0.01% 759
2025
Q3 		$479K Sell
4,696
-406
-8% -$40K ﹤0.01% 697
2025
Q2 		$483K Buy
5,102
+62
+1% +$5.35K ﹤0.01% 641
2025
Q1 		$380K Buy
+5,040
New +$402K ﹤0.01% 641

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

ALPS Advisors's ESQ Position: Q2 2026 in Review

ALPS Advisors increased its Esquire Financial Holdings (ESQ) stake by 1.1% in Q2 2026, buying an estimated $5.65K and bringing the position to 4,551 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

ALPS Advisors first reported a position in ESQ in Q1 2025 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • ALPS Advisors held 4,551 shares of Esquire Financial Holdings worth $542K as of Q2 2026.
  • ALPS Advisors bought 51 Esquire Financial Holdings shares in Q2 2026, an estimated $5.65K.
  • Esquire Financial Holdings made up ﹤0.01% of ALPS Advisors's portfolio in Q2 2026, its #949 holding.
  • ALPS Advisors first reported a position in Esquire Financial Holdings in Q1 2025 and has held it in 6 quarters since.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.