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
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

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AM
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

Creative Planning's ESQ Position: Q1 2026 in Review

Creative Planning increased its Esquire Financial Holdings (ESQ) stake by 5.3% in Q1 2026, buying an estimated $27.3K and bringing the position to 5,048 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #2977.

Creative Planning first reported a position in ESQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $559K in Q3 2025. 165 funds tracked by Wall St. Rank hold ESQ as of Q1 2026.

  • Creative Planning held 5,048 shares of Esquire Financial Holdings worth $543K as of Q1 2026.
  • Creative Planning bought 255 Esquire Financial Holdings shares in Q1 2026, an estimated $27.3K.
  • Esquire Financial Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2977 holding.
  • Creative Planning first reported a position in Esquire Financial Holdings in Q4 2024 and has held it in 6 quarters since.
  • Creative Planning's Esquire Financial Holdings position peaked at $559K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.