DT
ESQ icon

Diversified Trust’s Esquire Financial Holdings ESQ Stock Holding History

Diversified Trust’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 		– Sell
-2,412
Closed -$259K – 1145
2026
Q1 		$259K Buy
2,412
+252
+12% +$27K ﹤0.01% 890
2025
Q4 		$220K Buy
+2,160
New +$219K ﹤0.01% 946

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

Diversified Trust's ESQ Position: Q2 2026 in Review

Diversified Trust sold out of Esquire Financial Holdings (ESQ) in Q2 2026, closing a stake of 2,412 shares — an estimated $259K sold.

Diversified Trust first reported a position in ESQ in Q4 2025 and held it in 2 quarters. The position peaked at $259K in Q1 2026. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Diversified Trust reported no remaining Esquire Financial Holdings position as of Q2 2026 after selling out during the quarter.
  • Diversified Trust sold 2,412 Esquire Financial Holdings shares in Q2 2026, an estimated $259K.
  • Diversified Trust first reported a position in Esquire Financial Holdings in Q4 2025 and held it in 2 quarters.
  • Diversified Trust's Esquire Financial Holdings position peaked at $259K in Q1 2026.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.