EWA
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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
Q2 		$3.93K Hold
33
– – ﹤0.01% 3406
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

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

EverSource Wealth Advisors's ESQ Position: Q2 2026 in Review

EverSource Wealth Advisors held its Esquire Financial Holdings (ESQ) position steady in Q2 2026 at 33 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #3406.

EverSource Wealth Advisors first reported a position in ESQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.1K in Q2 2025. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • EverSource Wealth Advisors held 33 shares of Esquire Financial Holdings worth $3.93K as of Q2 2026.
  • EverSource Wealth Advisors left its Esquire Financial Holdings share count unchanged in Q2 2026.
  • Esquire Financial Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3406 holding.
  • EverSource Wealth Advisors first reported a position in Esquire Financial Holdings in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Esquire Financial Holdings position peaked at $10.1K in Q2 2025.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.