AssetMark Inc
ESQ icon

AssetMark Inc’s Esquire Financial Holdings ESQ Stock Holding History

AssetMark Inc’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 		$3.81K Hold
32
– – ﹤0.01% 2779
2026
Q1 		$3.44K Buy
32
+2
+7% +$214 ﹤0.01% 2696
2025
Q4 		$3.06K Hold
30
– – ﹤0.01% 2639
2025
Q3 		$3.06K Hold
30
– – ﹤0.01% 2503
2025
Q2 		$2.84K Buy
+30
New +$2.59K ﹤0.01% 2320

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

AssetMark Inc's ESQ Position: Q2 2026 in Review

AssetMark Inc held its Esquire Financial Holdings (ESQ) position steady in Q2 2026 at 32 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2779.

AssetMark Inc first reported a position in ESQ in Q2 2025 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • AssetMark Inc held 32 shares of Esquire Financial Holdings worth $3.81K as of Q2 2026.
  • AssetMark Inc left its Esquire Financial Holdings share count unchanged in Q2 2026.
  • Esquire Financial Holdings made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2779 holding.
  • AssetMark Inc first reported a position in Esquire Financial Holdings in Q2 2025 and has held it in 5 quarters since.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.