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Cornerstone Planning Group’s Esquire Financial Holdings ESQ Stock Holding History

Cornerstone Planning Group’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 		$15.6K Sell
129
-1
-0.8% -$111 ﹤0.01% 747
2026
Q1 		$14K Buy
130
+24
+23% +$2.57K ﹤0.01% 796
2025
Q4 		$11.1K Buy
106
+10
+10% +$1.01K ﹤0.01% 771
2025
Q3 		$8.92K Buy
+96
New +$9.47K ﹤0.01% 806

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
HIS
Horizon Investment Services Hammond, Indiana $360M AUM 80.67% 1-Year Est. Return

Cornerstone Planning Group's ESQ Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Esquire Financial Holdings (ESQ) stake by 0.77% in Q2 2026, selling an estimated $111 and leaving 129 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Cornerstone Planning Group first reported a position in ESQ in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Cornerstone Planning Group held 129 shares of Esquire Financial Holdings worth $15.6K as of Q2 2026.
  • Cornerstone Planning Group sold 1 Esquire Financial Holdings share in Q2 2026, an estimated $111.
  • Esquire Financial Holdings made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #747 holding.
  • Cornerstone Planning Group first reported a position in Esquire Financial Holdings in Q3 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.