Boston Partners
ESQ icon

Boston Partners’s Esquire Financial Holdings ESQ Stock Holding History

Boston Partners’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 		$384K Sell
3,224
-1,377
-30% -$153K ﹤0.01% 736
2026
Q1 		$495K Buy
4,601
+1,377
+43% +$147K ﹤0.01% 687
2025
Q4 		$329K Sell
3,224
-398
-11% -$40.3K ﹤0.01% 719
2025
Q3 		$370K Sell
3,622
-1,829
-34% -$180K ﹤0.01% 703
2025
Q2 		$516K Sell
5,451
-1,038
-16% -$89.6K ﹤0.01% 651
2025
Q1 		$489K Sell
6,489
-2,858
-31% -$228K ﹤0.01% 634
2024
Q4 		$743K Sell
9,347
-7,520
-45% -$540K ﹤0.01% 599
2024
Q3 		$1.1M Sell
16,867
-3,187
-16% -$184K ﹤0.01% 593
2024
Q2 		$955K Buy
20,054
+11,508
+135% +$540K ﹤0.01% 586
2024
Q1 		$406K Hold
8,546
– – ﹤0.01% 719
2023
Q4 		$427K Sell
8,546
-6,776
-44% -$318K ﹤0.01% 630
2023
Q3 		$700K Buy
15,322
+757
+5% +$36K ﹤0.01% 596
2023
Q2 		$666K Buy
14,565
+7,298
+100% +$299K ﹤0.01% 587
2023
Q1 		$284K Buy
+7,267
New +$306K ﹤0.01% 652

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners's ESQ Position: Q2 2026 in Review

Boston Partners reduced its Esquire Financial Holdings (ESQ) stake by 30% in Q2 2026, selling an estimated $153K and leaving 3,224 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Boston Partners first reported a position in ESQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.1M in Q3 2024. 119 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Boston Partners held 3,224 shares of Esquire Financial Holdings worth $384K as of Q2 2026.
  • Boston Partners sold 1,377 Esquire Financial Holdings shares in Q2 2026, an estimated $153K.
  • Esquire Financial Holdings made up ﹤0.01% of Boston Partners's portfolio in Q2 2026, its #736 holding.
  • Boston Partners first reported a position in Esquire Financial Holdings in Q1 2023 and has held it in 14 quarters since.
  • Boston Partners's Esquire Financial Holdings position peaked at $1.1M in Q3 2024.
  • 119 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.