Corient Private Wealth
ESQ icon

Corient Private Wealth’s Esquire Financial Holdings ESQ Stock Holding History

Corient Private Wealth’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 		$1.89M Sell
15,838
-260
-2% -$28.8K ﹤0.01% 1431
2026
Q1 		$1.02M Buy
16,098
+60
+0.4% +$6.42K ﹤0.01% 1652
2025
Q4 		$1.64M Hold
16,038
– – ﹤0.01% 1251
2025
Q3 		$1.64M Hold
16,038
– – ﹤0.01% 1163
2025
Q2 		$1.52M Buy
16,038
+6,629
+70% +$572K ﹤0.01% 1166
2025
Q1 		$709K Sell
9,409
-6,625
-41% -$528K ﹤0.01% 1432
2024
Q4 		$749K Sell
16,034
-30
-0.2% -$2.15K ﹤0.01% 1438
2024
Q3 		$1.05M Sell
16,064
-591
-4% -$34.1K ﹤0.01% 1386
2024
Q2 		$793K Sell
16,655
-400
-2% -$18.8K ﹤0.01% 1422
2024
Q1 		$810K Buy
17,055
+3
+0% +$147 ﹤0.01% 1386
2023
Q4 		$852K Buy
17,052
+10,397
+156% +$488K ﹤0.01% 1344
2023
Q3 		$304K Hold
6,655
– – ﹤0.01% 1745
2023
Q2 		$304K Hold
6,655
– – ﹤0.01% 1690
2023
Q1 		$260K Sell
6,655
-70
-1% -$2.95K ﹤0.01% 1675
2022
Q4 		$291K Buy
+6,725
New +$285K ﹤0.01% 1347

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 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

Corient Private Wealth's ESQ Position: Q2 2026 in Review

Corient Private Wealth reduced its Esquire Financial Holdings (ESQ) stake by 1.6% in Q2 2026, selling an estimated $28.8K and leaving 15,838 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Corient Private Wealth first reported a position in ESQ in Q4 2022 and has held it in 15 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Corient Private Wealth held 15,838 shares of Esquire Financial Holdings worth $1.89M as of Q2 2026.
  • Corient Private Wealth sold 260 Esquire Financial Holdings shares in Q2 2026, an estimated $28.8K.
  • Esquire Financial Holdings made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1431 holding.
  • Corient Private Wealth first reported a position in Esquire Financial Holdings in Q4 2022 and has held it in 15 quarters since.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.