Envestnet Asset Management
ESQ icon

Envestnet Asset Management’s Esquire Financial Holdings ESQ Stock Holding History

Envestnet Asset 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
Q2 		$5.77M Sell
48,410
-2,600
-5% -$288K ﹤0.01% 2363
2026
Q1 		$5.48M Buy
51,010
+8,873
+21% +$950K ﹤0.01% 2255
2025
Q4 		$4.3M Buy
42,137
+4,750
+13% +$481K ﹤0.01% 2286
2025
Q3 		$3.82M Buy
37,387
+11,628
+45% +$1.15M ﹤0.01% 2438
2025
Q2 		$2.44M Buy
+25,759
New +$2.22M ﹤0.01% 2691

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

Envestnet Asset Management's ESQ Position: Q2 2026 in Review

Envestnet Asset Management reduced its Esquire Financial Holdings (ESQ) stake by 5.1% in Q2 2026, selling an estimated $288K and leaving 48,410 shares worth $5.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

Envestnet Asset Management first reported a position in ESQ in Q2 2025 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Envestnet Asset Management held 48,410 shares of Esquire Financial Holdings worth $5.77M as of Q2 2026.
  • Envestnet Asset Management sold 2,600 Esquire Financial Holdings shares in Q2 2026, an estimated $288K.
  • Esquire Financial Holdings made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2363 holding.
  • Envestnet Asset Management first reported a position in Esquire Financial Holdings in Q2 2025 and has held it in 5 quarters since.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.