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
Q1 		$1.02M Sell
16,098
-15,978
-50% -$1.71M ﹤0.01% 1652
2025
Q4 		$3.27M Buy
32,076
+16,038
+100% +$1.63M ﹤0.01% 1259
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

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
BCM
Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AM
Ampfield Management New York $80.8M AUM 28.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return