Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Esquire Financial Holdings ESQ Stock Holding History

Carson Wealth (CWM LLC)’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 		$14.3K Buy
133
+10
+8% +$1.07K ﹤0.01% 4624
2025
Q4 		$13K Sell
123
-2
-2% -$203 ﹤0.01% 4411
2025
Q3 		$13K Buy
125
+10
+9% +$986 ﹤0.01% 4344
2025
Q2 		$11K Sell
115
-1
-0.9% -$86 ﹤0.01% 4231
2025
Q1 		$9K Buy
116
+3
+3% +$239 ﹤0.01% 4152
2024
Q4 		$9K Buy
113
+27
+31% +$1.94K ﹤0.01% 3919
2024
Q3 		$6K Buy
86
+49
+132% +$2.83K ﹤0.01% 3998
2024
Q2 		$2K Buy
37
+35
+1,750% +$1.64K ﹤0.01% 4194
2024
Q1 		$0 Buy
+2
New +$98 ﹤0.01% 4430

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

Carson Wealth (CWM LLC)'s ESQ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Esquire Financial Holdings (ESQ) stake by 8.1% in Q1 2026, buying an estimated $1.07K and bringing the position to 133 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4624.

Carson Wealth (CWM LLC) first reported a position in ESQ in Q1 2024 and has held it in 9 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 133 shares of Esquire Financial Holdings worth $14.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10 Esquire Financial Holdings shares in Q1 2026, an estimated $1.07K.
  • Esquire Financial Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4624 holding.
  • Carson Wealth (CWM LLC) first reported a position in Esquire Financial Holdings in Q1 2024 and has held it in 9 quarters since.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.