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Farther Finance Advisors’s Esquire Financial Holdings ESQ Stock Holding History

Farther Finance 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
Q3 		$118K Buy
1,015
+964
+1,890% +$117K ﹤0.01% 2719
2026
Q2 		$6.06K Buy
51
+1
+2% +$111 ﹤0.01% 4692
2026
Q1 		$5.43K Buy
50
+37
+285% +$3.96K ﹤0.01% 4448
2025
Q4 		$1.33K Sell
13
-33
-72% -$3.35K ﹤0.01% 4837
2025
Q3 		$4.7K Sell
46
-1
-2% -$99 ﹤0.01% 3797
2025
Q2 		$4.45K Sell
47
-41
-47% -$3.54K ﹤0.01% 3403
2025
Q1 		$6.65K Sell
88
-779
-90% -$62.1K ﹤0.01% 2921
2024
Q4 		$68.9K Buy
867
+69
+9% +$4.95K ﹤0.01% 1490
2024
Q3 		$52K Buy
798
+214
+37% +$12.4K ﹤0.01% 1629
2024
Q2 		$27.5K Buy
+584
New +$27.4K ﹤0.01% 1656

Other funds holding ESQ

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's ESQ Position: Q3 2026 in Review

Farther Finance Advisors increased its Esquire Financial Holdings (ESQ) stake by 1,890% in Q3 2026, buying an estimated $117K and bringing the position to 1,015 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #2719.

Farther Finance Advisors first reported a position in ESQ in Q2 2024 and has held it in 10 quarters since. 11 funds tracked by Wall St. Rank hold ESQ as of Q3 2026.

  • Farther Finance Advisors held 1,015 shares of Esquire Financial Holdings worth $118K as of Q3 2026.
  • Farther Finance Advisors bought 964 Esquire Financial Holdings shares in Q3 2026, an estimated $117K.
  • Esquire Financial Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2719 holding.
  • Farther Finance Advisors first reported a position in Esquire Financial Holdings in Q2 2024 and has held it in 10 quarters since.
  • 11 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.