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ESQ icon

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
Q2 		$1K Sell
9
-79
-90% -$8.75K ﹤0.01% 2135
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% 2280
2023
Q3 		$0 Sell
9
-3
-25% -$143 ﹤0.01% 2256
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

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

Covestor's ESQ Position: Q2 2026 in Review

Covestor reduced its Esquire Financial Holdings (ESQ) stake by 90% in Q2 2026, selling an estimated $8.75K and leaving 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2135.

Covestor first reported a position in ESQ in Q3 2022 and has held it in 16 quarters since. The position peaked at $10K in Q1 2026. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Covestor held 9 shares of Esquire Financial Holdings worth $1K as of Q2 2026.
  • Covestor sold 79 Esquire Financial Holdings shares in Q2 2026, an estimated $8.75K.
  • Esquire Financial Holdings made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2135 holding.
  • Covestor first reported a position in Esquire Financial Holdings in Q3 2022 and has held it in 16 quarters since.
  • Covestor's Esquire Financial Holdings position peaked at $10K in Q1 2026.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.