FIA
ESQ icon

Foundations Investment Advisors’s Esquire Financial Holdings ESQ Stock Holding History

Foundations Investment 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
2025
Q2 		– Sell
-6,945
Closed -$524K – 938
2025
Q1 		$524K Buy
6,945
+4,194
+152% +$335K 0.01% 567
2024
Q4 		$219K Sell
2,751
-544
-17% -$39K ﹤0.01% 782
2024
Q3 		$215K Buy
+3,295
New +$190K ﹤0.01% 752

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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AM
Ampfield Management New York $80.8M AUM 28.93% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Foundations Investment Advisors's ESQ Position: Q2 2025 in Review

Foundations Investment Advisors sold out of Esquire Financial Holdings (ESQ) in Q2 2025, closing a stake of 6,945 shares — an estimated $524K sold.

Foundations Investment Advisors first reported a position in ESQ in Q3 2024 and held it in 3 quarters. The position peaked at $524K in Q1 2025. 152 funds tracked by Wall St. Rank hold ESQ as of Q2 2025.

  • Foundations Investment Advisors reported no remaining Esquire Financial Holdings position as of Q2 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 6,945 Esquire Financial Holdings shares in Q2 2025, an estimated $524K.
  • Foundations Investment Advisors first reported a position in Esquire Financial Holdings in Q3 2024 and held it in 3 quarters.
  • Foundations Investment Advisors's Esquire Financial Holdings position peaked at $524K in Q1 2025.
  • 152 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.