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CBIZ Investment Advisory Services’s Esquire Financial Holdings ESQ Stock Holding History

CBIZ Investment 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
2026
Q1 		– Sell
-193
Closed -$19.7K – 525
2025
Q4 		$19.7K Buy
193
+29
+18% +$2.94K ﹤0.01% 266
2025
Q3 		$16.8K Buy
164
+31
+23% +$3.06K ﹤0.01% 270
2025
Q2 		$12.6K Buy
+133
New +$11.5K ﹤0.01% 316

Other funds holding ESQ

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 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 $3.38T AUM 44.17% 1-Year Est. Return
AM
Ampfield Management New York $100M AUM 19.77% 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

CBIZ Investment Advisory Services's ESQ Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Esquire Financial Holdings (ESQ) in Q1 2026, closing a stake of 193 shares — an estimated $19.7K sold.

CBIZ Investment Advisory Services first reported a position in ESQ in Q2 2025 and held it in 3 quarters. The position peaked at $19.7K in Q4 2025. 165 funds tracked by Wall St. Rank hold ESQ as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Esquire Financial Holdings position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 193 Esquire Financial Holdings shares in Q1 2026, an estimated $19.7K.
  • CBIZ Investment Advisory Services first reported a position in Esquire Financial Holdings in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Esquire Financial Holdings position peaked at $19.7K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.