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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Farther Finance Advisors's ESQ Position: Q2 2026 in Review

Farther Finance Advisors increased its Esquire Financial Holdings (ESQ) stake by 2% in Q2 2026, buying an estimated $111 and bringing the position to 51 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #4692.

Farther Finance Advisors first reported a position in ESQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $68.9K in Q4 2024. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

Farther Finance Advisors held 51 shares of Esquire Financial Holdings worth $6.06K as of Q2 2026.
Farther Finance Advisors bought 1 Esquire Financial Holdings share in Q2 2026, an estimated $111.
Esquire Financial Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4692 holding.
Farther Finance Advisors first reported a position in Esquire Financial Holdings in Q2 2024 and has held it in 9 quarters since.
Farther Finance Advisors's Esquire Financial Holdings position peaked at $68.9K in Q4 2024.
165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.