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
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

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $2.12B AUM 19.53% 1-Year Est. Return
State Street
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise's ESQ Position: Q1 2026 in Review

Ameriprise reduced its Esquire Financial Holdings (ESQ) stake by 0.66% in Q1 2026, selling an estimated $10.5K and leaving 14,768 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #3064.

Ameriprise first reported a position in ESQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.82M in Q4 2024. 165 funds tracked by Wall St. Rank hold ESQ as of Q1 2026.

  • Ameriprise held 14,768 shares of Esquire Financial Holdings worth $1.59M as of Q1 2026.
  • Ameriprise sold 98 Esquire Financial Holdings shares in Q1 2026, an estimated $10.5K.
  • Esquire Financial Holdings made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3064 holding.
  • Ameriprise first reported a position in Esquire Financial Holdings in Q1 2023 and has held it in 13 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 Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.