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Cox Capital Management’s Esquire Financial Holdings ESQ Stock Holding History

Cox Capital Management’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 		$3.22M Sell
27,069
-64
-0.2% -$7.09K 1.79% 17
2026
Q1 		$2.92M Sell
27,133
-11,047
-29% -$1.18M 1.94% 15
2025
Q4 		$3.99M Buy
38,180
+706
+2% +$71.6K 2.48% 16
2025
Q3 		$3.82M Sell
37,474
-18
-0% -$1.77K 2.5% 16
2025
Q2 		$3.55M Sell
37,492
-1,015
-3% -$87.7K 2.42% 17
2025
Q1 		$2.9M Sell
38,507
-3,076
-7% -$245K 2.12% 20
2024
Q4 		$3.31M Sell
41,583
-119
-0.3% -$8.54K 2.12% 20
2024
Q3 		$2.72M Sell
41,702
-769
-2% -$44.4K 1.63% 28
2024
Q2 		$2.02M Sell
42,471
-1,895
-4% -$89K 1.22% 35
2024
Q1 		$2.11M Sell
44,366
-784
-2% -$38.4K 1.3% 32
2023
Q4 		$2.26M Sell
45,150
-264
-0.6% -$12.4K 1.47% 27
2023
Q3 		$2.07M Buy
45,414
+31,452
+225% +$1.49M 1.46% 31
2023
Q2 		$639K Sell
13,962
-162
-1% -$6.64K 0.47% 57
2023
Q1 		$552K Buy
14,124
+1,359
+11% +$57.3K 0.4% 58
2022
Q4 		$552K Buy
+12,765
New +$542K 0.36% 69

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

Cox Capital Management's ESQ Position: Q2 2026 in Review

Cox Capital Management reduced its Esquire Financial Holdings (ESQ) stake by 0.24% in Q2 2026, selling an estimated $7.09K and leaving 27,069 shares worth $3.22M. The position accounts for 1.79% of the portfolio, ranked #17.

Cox Capital Management first reported a position in ESQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.99M in Q4 2025. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Cox Capital Management held 27,069 shares of Esquire Financial Holdings worth $3.22M as of Q2 2026.
  • Cox Capital Management sold 64 Esquire Financial Holdings shares in Q2 2026, an estimated $7.09K.
  • Esquire Financial Holdings made up 1.79% of Cox Capital Management's portfolio in Q2 2026, its #17 holding.
  • Cox Capital Management first reported a position in Esquire Financial Holdings in Q4 2022 and has held it in 15 quarters since.
  • Cox Capital Management's Esquire Financial Holdings position peaked at $3.99M in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Cox Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.