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EPCA
Elizabeth Park Capital Advisors’s
Esquire Financial Holdings
ESQ
Stock Holding History
Elizabeth Park Capital Advisors’s Portfolio
ESQ Stock Details
ESQ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-16,263
Closed
-$1.66M
–
49
2025
Q4
$1.66M
Sell
16,263
-8,543
-34%
-$866K
1.37%
40
2025
Q3
$2.53M
Hold
24,806
–
–
2.05%
22
2025
Q2
$2.35M
Sell
24,806
-8,404
-25%
-$726K
2.11%
27
2025
Q1
$2.5M
Sell
33,210
-15,000
-31%
-$1.2M
2.27%
20
2024
Q4
$3.83M
Hold
48,210
–
–
3.12%
6
2024
Q3
$3.14M
Sell
48,210
-11,528
-19%
-$665K
2.54%
15
2024
Q2
$2.84M
Sell
59,738
-10,936
-15%
-$514K
2.46%
16
2024
Q1
$3.35M
Sell
70,674
-526
-0.7%
-$25.8K
2.78%
5
2023
Q4
$3.56M
Hold
71,200
–
–
2.47%
13
2023
Q3
$3.25M
Hold
71,200
–
–
2.67%
8
2023
Q2
$3.26M
Hold
71,200
–
–
2.37%
12
2023
Q1
$2.78M
Buy
71,200
+20,000
+39%
+$843K
1.79%
27
2022
Q4
$2.21M
Buy
+51,200
New
+$2.17M
0.99%
49
Other funds holding ESQ
Mawer Investment Management
Calgary, Alberta, Canada
$15.4B AUM
10.9%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$1.96B AUM
19.53%
1-Year Est. Return
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
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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