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 Q3	$3.15M	Buy	27,100 +31	+0.1%	+$3.77K	1.77%	17
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%	-$1.78K	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

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $606M AUM 16.46% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Cox Capital Management's ESQ Position: Q3 2026 in Review

Cox Capital Management increased its Esquire Financial Holdings (ESQ) stake by 0.11% in Q3 2026, buying an estimated $3.77K and bringing the position to 27,100 shares worth $3.15M. The position accounts for 1.77% of the portfolio, ranked #17.

Cox Capital Management first reported a position in ESQ in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.99M in Q4 2025. 34 funds tracked by Wall St. Rank hold ESQ as of Q3 2026.

Cox Capital Management held 27,100 shares of Esquire Financial Holdings worth $3.15M as of Q3 2026.
Cox Capital Management bought 31 Esquire Financial Holdings shares in Q3 2026, an estimated $3.77K.
Esquire Financial Holdings made up 1.77% of Cox Capital Management's portfolio in Q3 2026, its #17 holding.
Cox Capital Management first reported a position in Esquire Financial Holdings in Q4 2022 and has held it in 16 quarters since.
Cox Capital Management's Esquire Financial Holdings position peaked at $3.99M in Q4 2025.
34 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q3 2026.

Based on Cox Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.