Creative Planning
ESQ icon

Creative Planning’s Esquire Financial Holdings ESQ Stock Holding History

Creative Planning’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 		$1.06M Buy
8,877
+3,829
+76% +$424K ﹤0.01% 2596
2026
Q1 		$543K Buy
5,048
+255
+5% +$27.3K ﹤0.01% 2977
2025
Q4 		$489K Sell
4,793
-689
-13% -$69.8K ﹤0.01% 2865
2025
Q3 		$559K Buy
5,482
+806
+17% +$79.5K ﹤0.01% 2614
2025
Q2 		$443K Buy
4,676
+1,643
+54% +$142K ﹤0.01% 2571
2025
Q1 		$229K Buy
3,033
+54
+2% +$4.31K ﹤0.01% 2960
2024
Q4 		$237K Buy
+2,979
New +$214K ﹤0.01% 2846

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

Creative Planning's ESQ Position: Q2 2026 in Review

Creative Planning increased its Esquire Financial Holdings (ESQ) stake by 76% in Q2 2026, buying an estimated $424K and bringing the position to 8,877 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2596.

Creative Planning first reported a position in ESQ in Q4 2024 and has held it in 7 quarters since. 166 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Creative Planning held 8,877 shares of Esquire Financial Holdings worth $1.06M as of Q2 2026.
  • Creative Planning bought 3,829 Esquire Financial Holdings shares in Q2 2026, an estimated $424K.
  • Esquire Financial Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2596 holding.
  • Creative Planning first reported a position in Esquire Financial Holdings in Q4 2024 and has held it in 7 quarters since.
  • 166 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.