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AB
Amalgamated Bank’s
Esquire Financial Holdings
ESQ
Stock Holding History
Amalgamated Bank’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
Q1
–
Sell
-228
Closed
-$23K
–
2009
2025
Q4
$23K
Sell
228
-12
-5%
-$1.22K
﹤0.01%
2050
2025
Q3
$24K
Hold
240
–
–
﹤0.01%
2045
2025
Q2
$23K
Hold
240
–
–
﹤0.01%
2056
2025
Q1
$18K
Hold
240
–
–
﹤0.01%
2091
2024
Q4
$19K
Hold
240
–
–
﹤0.01%
2128
2024
Q3
$16K
Hold
240
–
–
﹤0.01%
2219
2024
Q2
$11K
Hold
240
–
–
﹤0.01%
2383
2024
Q1
$11K
Sell
240
-715
-75%
-$35K
﹤0.01%
2389
2023
Q4
$48K
Sell
955
-72
-7%
-$3.38K
﹤0.01%
2267
2023
Q3
$47K
Hold
1,027
–
–
﹤0.01%
2278
2023
Q2
$47K
Buy
1,027
+89
+9%
+$3.65K
﹤0.01%
2349
2023
Q1
$37K
Sell
938
-139
-13%
-$5.86K
﹤0.01%
2423
2022
Q4
$47K
Hold
1,077
–
–
﹤0.01%
2435
2022
Q3
$40K
Buy
1,077
+14
+1%
+$521
﹤0.01%
2554
2022
Q2
$35K
Buy
+1,063
New
+$37.4K
﹤0.01%
2643
Other funds holding ESQ
Mawer Investment Management
Calgary, Alberta, Canada
$15.4B AUM
10.9%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
CCM
Copeland Capital Management
Conshohocken, Pennsylvania
$4.5B AUM
18.67%
1-Year Est. Return
BCM
Basswood Capital Management
New York
$1.96B AUM
19.53%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
AM
Ampfield Management
New York
$80.8M AUM
28.93%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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