Cerity Partners’s Esquire Financial Holdings ESQ Stock Holding History

Cerity 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 Q3	$894K	Buy	+7,681	New	+$934K	﹤0.01%	2089

Other funds holding ESQ

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Cerity Partners's ESQ Position: Q3 2026 in Review

Cerity Partners opened a new position in Esquire Financial Holdings (ESQ) in Q3 2026: 7,681 shares worth $894K. The stake represents ﹤0.01% of the portfolio and ranks #2089 among its holdings.

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

Cerity Partners held 7,681 shares of Esquire Financial Holdings worth $894K as of Q3 2026.
Esquire Financial Holdings was a new Cerity Partners position in Q3 2026.
Esquire Financial Holdings made up ﹤0.01% of Cerity Partners's portfolio in Q3 2026, its #2089 holding.
146 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.