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

Centric 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	$1.17M	Buy	+8,800	New	+$1.07M	0.18%	95

Other funds holding ESQ

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Langdon Equity Partners Toronto $146M AUM 11.99% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

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

Centric Wealth Management opened a new position in Esquire Financial Holdings (ESQ) in Q3 2026: 8,800 shares worth $1.17M. The stake represents 0.18% of the portfolio and ranks #95 among its holdings.

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

Centric Wealth Management held 8,800 shares of Esquire Financial Holdings worth $1.17M as of Q3 2026.
Esquire Financial Holdings was a new Centric Wealth Management position in Q3 2026.
Esquire Financial Holdings made up 0.18% of Centric Wealth Management's portfolio in Q3 2026, its #95 holding.
116 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q3 2026.

Based on Centric Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.