EWA
ESQ icon

EverSource Wealth Advisors’s Esquire Financial Holdings ESQ Stock Holding History

EverSource Wealth Advisors’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 		$3.55K Hold
33
– – ﹤0.01% 3418
2025
Q4 		$3.37K Sell
33
-2
-6% -$203 ﹤0.01% 3290
2025
Q3 		$3.57K Sell
35
-72
-67% -$7.1K ﹤0.01% 3294
2025
Q2 		$10.1K Buy
107
+95
+792% +$8.2K ﹤0.01% 2797
2025
Q1 		$905 Buy
12
+4
+50% +$319 ﹤0.01% 3266
2024
Q4 		$636 Buy
+8
New +$574 ﹤0.01% 3108

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 $5.7T 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
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