FFA
ESQ icon

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
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

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