Avantax Advisory Services’s Esquire Financial Holdings ESQ Stock Holding History

Avantax Advisory Services’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
2025 Q2	$271K	Buy	+2,863	New	+$247K	﹤0.01%	1995

Other funds holding ESQ

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Avantax Advisory Services's ESQ Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Esquire Financial Holdings (ESQ) in Q2 2025: 2,863 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #1995 among its holdings.

152 funds tracked by Wall St. Rank hold ESQ as of Q2 2025.

Avantax Advisory Services held 2,863 shares of Esquire Financial Holdings worth $271K as of Q2 2025.
Esquire Financial Holdings was a new Avantax Advisory Services position in Q2 2025.
Esquire Financial Holdings made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1995 holding.
152 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.