Fidelity Investments
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Fidelity Investments’s Esquire Financial Holdings ESQ Stock Holding History

Fidelity Investments’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 		$391K Sell
3,282
-32
-1% -$3.54K ﹤0.01% 3386
2026
Q1 		$356K Sell
3,314
-413
-11% -$44.2K ﹤0.01% 3251
2025
Q4 		$380K Buy
3,727
+1,413
+61% +$143K ﹤0.01% 3181
2025
Q3 		$236K Buy
2,314
+10
+0.4% +$986 ﹤0.01% 3293
2025
Q2 		$218K Sell
2,304
-1,173
-34% -$101K ﹤0.01% 3276
2025
Q1 		$262K Buy
3,477
+1,067
+44% +$85.1K ﹤0.01% 3143
2024
Q4 		$192K Buy
2,410
+295
+14% +$21.2K ﹤0.01% 3286
2024
Q3 		$138K Buy
2,115
+264
+14% +$15.2K ﹤0.01% 3332
2024
Q2 		$88.1K Sell
1,851
-39
-2% -$1.83K ﹤0.01% 3353
2024
Q1 		$89.7K Buy
1,890
+1,618
+595% +$79.2K ﹤0.01% 3332
2023
Q4 		$13.6K Buy
272
+28
+11% +$1.31K ﹤0.01% 4132
2023
Q3 		$11.1K Sell
244
-15
-6% -$713 ﹤0.01% 4075
2023
Q2 		$11.8K Sell
259
-75
-22% -$3.07K ﹤0.01% 4089
2023
Q1 		$13.1K Buy
334
+285
+582% +$12K ﹤0.01% 4028
2022
Q4 		$2.12K Sell
49
-52
-51% -$2.21K ﹤0.01% 4500
2022
Q3 		$4K Buy
101
+63
+166% +$2.34K ﹤0.01% 4375
2022
Q2 		$1K Buy
38
+23
+153% +$810 ﹤0.01% 4701
2022
Q1 		$1K Buy
+15
New +$504 ﹤0.01% 4782

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

Fidelity Investments's ESQ Position: Q2 2026 in Review

Fidelity Investments reduced its Esquire Financial Holdings (ESQ) stake by 0.97% in Q2 2026, selling an estimated $3.54K and leaving 3,282 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #3386.

Fidelity Investments first reported a position in ESQ in Q1 2022 and has held it in 18 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Fidelity Investments held 3,282 shares of Esquire Financial Holdings worth $391K as of Q2 2026.
  • Fidelity Investments sold 32 Esquire Financial Holdings shares in Q2 2026, an estimated $3.54K.
  • Esquire Financial Holdings made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3386 holding.
  • Fidelity Investments first reported a position in Esquire Financial Holdings in Q1 2022 and has held it in 18 quarters since.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.