Covestor’s Esquire Financial Holdings ESQ Stock Holding History

Covestor’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	$10K	Buy	88 +72	+450%	+$7.71K	0.01%	1392
2025 Q4	$2K	Sell	16 -4	-20%	-$405	﹤0.01%	1910
2025 Q3	$2K	Sell	20 -8	-29%	-$789	﹤0.01%	1935
2025 Q2	$3K	Sell	28 -6	-18%	-$518	﹤0.01%	1785
2025 Q1	$3K	Sell	34 -23	-40%	-$1.83K	﹤0.01%	1779
2024 Q4	$5K	Buy	57 +26	+84%	+$1.87K	﹤0.01%	1713
2024 Q3	$2K	Sell	31 -6	-16%	-$346	﹤0.01%	1807
2024 Q2	$2K	Buy	37 +22	+147%	+$1.03K	﹤0.01%	1842
2024 Q1	$1K	Buy	15 +7	+88%	+$343	﹤0.01%	1960
2023 Q4	$0	Sell	8 -1	-11%	-$47	﹤0.01%	2290
2023 Q3	$0	Sell	9 -3	-25%	-$143	﹤0.01%	2268
2023 Q2	$1K	Sell	12 -2	-14%	-$82	﹤0.01%	1930
2023 Q1	$1K	Buy	14 +2	+17%	+$84	﹤0.01%	1841
2022 Q4	$1K	Sell	12 -3	-20%	-$127	﹤0.01%	1860
2022 Q3	$1K	Buy	+15	New	+$558	﹤0.01%	1791

Other funds holding ESQ

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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