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Copeland Capital Management’s Esquire Financial Holdings ESQ Stock Holding History

Copeland Capital 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
Q2 		$35.3M Sell
296,535
-8,112
-3% -$899K 0.73% 53
2026
Q1 		$32.7M Buy
304,647
+39,097
+15% +$4.18M 0.73% 52
2025
Q4 		$27.1M Buy
265,550
+27,528
+12% +$2.79M 0.61% 66
2025
Q3 		$24.3M Sell
238,022
-6,839
-3% -$674K 0.51% 82
2025
Q2 		$23.2M Buy
244,861
+244,252
+40,107% +$21.1M 0.48% 86
2025
Q1 		$45.9K Sell
609
-161
-21% -$12.8K ﹤0.01% 201
2024
Q4 		$61.2K Sell
770
-204
-21% -$14.6K ﹤0.01% 175
2024
Q3 		$63.5K Buy
+974
New +$56.2K ﹤0.01% 157
2024
Q2 		– Sell
-659
Closed -$31.3K – 180
2024
Q1 		$31.3K Buy
659
+8
+1% +$392 ﹤0.01% 182
2023
Q4 		$32.5K Hold
651
– – ﹤0.01% 168
2023
Q3 		$29.7K Buy
+651
New +$30.9K ﹤0.01% 171

Other funds holding ESQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AM
Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Copeland Capital Management's ESQ Position: Q2 2026 in Review

Copeland Capital Management reduced its Esquire Financial Holdings (ESQ) stake by 2.7% in Q2 2026, selling an estimated $899K and leaving 296,535 shares worth $35.3M. The position accounts for 0.73% of the portfolio, ranked #53.

Copeland Capital Management first reported a position in ESQ in Q3 2023 and has held it in 11 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Copeland Capital Management held 296,535 shares of Esquire Financial Holdings worth $35.3M as of Q2 2026.
  • Copeland Capital Management sold 8,112 Esquire Financial Holdings shares in Q2 2026, an estimated $899K.
  • Esquire Financial Holdings made up 0.73% of Copeland Capital Management's portfolio in Q2 2026, its #53 holding.
  • Copeland Capital Management first reported a position in Esquire Financial Holdings in Q3 2023 and has held it in 11 quarters since.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.