Ameriprise
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Ameriprise’s Esquire Financial Holdings ESQ Stock Holding History

Ameriprise’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 		$1.77M Buy
14,852
+84
+0.6% +$9.3K ﹤0.01% 3143
2026
Q1 		$1.59M Sell
14,768
-98
-0.7% -$10.5K ﹤0.01% 3064
2025
Q4 		$1.52M Buy
14,866
+58
+0.4% +$5.88K ﹤0.01% 3142
2025
Q3 		$1.51M Sell
14,808
-416
-3% -$41K ﹤0.01% 3152
2025
Q2 		$1.44M Sell
15,224
-307
-2% -$26.5K ﹤0.01% 3109
2025
Q1 		$1.17M Sell
15,531
-7,307
-32% -$583K ﹤0.01% 3147
2024
Q4 		$1.82M Buy
22,838
+696
+3% +$49.9K ﹤0.01% 2982
2024
Q3 		$1.44M Buy
22,142
+5,056
+30% +$292K ﹤0.01% 3063
2024
Q2 		$813K Sell
17,086
-2,828
-14% -$133K ﹤0.01% 3238
2024
Q1 		$945K Sell
19,914
-181
-0.9% -$8.86K ﹤0.01% 3185
2023
Q4 		$1M Sell
20,095
-3,150
-14% -$148K ﹤0.01% 3187
2023
Q3 		$1.06M Sell
23,245
-245
-1% -$11.6K ﹤0.01% 3113
2023
Q2 		$1.07M Buy
23,490
+1,139
+5% +$46.7K ﹤0.01% 3143
2023
Q1 		$874K Buy
+22,351
New +$942K ﹤0.01% 3219

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

Ameriprise's ESQ Position: Q2 2026 in Review

Ameriprise increased its Esquire Financial Holdings (ESQ) stake by 0.57% in Q2 2026, buying an estimated $9.3K and bringing the position to 14,852 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #3143.

Ameriprise first reported a position in ESQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.82M in Q4 2024. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Ameriprise held 14,852 shares of Esquire Financial Holdings worth $1.77M as of Q2 2026.
  • Ameriprise bought 84 Esquire Financial Holdings shares in Q2 2026, an estimated $9.3K.
  • Esquire Financial Holdings made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3143 holding.
  • Ameriprise first reported a position in Esquire Financial Holdings in Q1 2023 and has held it in 14 quarters since.
  • Ameriprise's Esquire Financial Holdings position peaked at $1.82M in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.