Axxcess Wealth Management’s Esquire Financial Holdings ESQ Stock Holding History

Axxcess Wealth Management’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 Q3	$257K	Buy	+2,210	New	+$269K	0.01%	811

Other funds holding ESQ

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

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

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Axxcess Wealth Management's ESQ Position: Q3 2026 in Review

Axxcess Wealth Management opened a new position in Esquire Financial Holdings (ESQ) in Q3 2026: 2,210 shares worth $257K. The stake represents 0.01% of the portfolio and ranks #811 among its holdings.

26 funds tracked by Wall St. Rank hold ESQ as of Q3 2026.

Axxcess Wealth Management held 2,210 shares of Esquire Financial Holdings worth $257K as of Q3 2026.
Esquire Financial Holdings was a new Axxcess Wealth Management position in Q3 2026.
Esquire Financial Holdings made up 0.01% of Axxcess Wealth Management's portfolio in Q3 2026, its #811 holding.
26 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.