Compass Financial Management’s Esquire Financial Holdings ESQ Stock Holding History

Compass Financial 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	$544K	Buy	+4,674	New	+$568K	0.06%	273

Other funds holding ESQ

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

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

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $606M AUM 16.46% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Compass Financial Management's ESQ Position: Q3 2026 in Review

Compass Financial Management opened a new position in Esquire Financial Holdings (ESQ) in Q3 2026: 4,674 shares worth $544K. The stake represents 0.06% of the portfolio and ranks #273 among its holdings.

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

Compass Financial Management held 4,674 shares of Esquire Financial Holdings worth $544K as of Q3 2026.
Esquire Financial Holdings was a new Compass Financial Management position in Q3 2026.
Esquire Financial Holdings made up 0.06% of Compass Financial Management's portfolio in Q3 2026, its #273 holding.
38 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.