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GeoWealth Management’s Esquire Financial Holdings ESQ Stock Holding History

GeoWealth Management’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
Q1 		– Sell
-2,775
Closed -$221K – 1284
2024
Q4 		$221K Buy
2,775
+2,745
+9,150% +$197K 0.01% 730
2024
Q3 		$1.96K Buy
+30
New +$1.73K ﹤0.01% 1559

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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

GeoWealth Management's ESQ Position: Q1 2025 in Review

GeoWealth Management sold out of Esquire Financial Holdings (ESQ) in Q1 2025, closing a stake of 2,775 shares — an estimated $221K sold.

GeoWealth Management first reported a position in ESQ in Q3 2024 and held it in 2 quarters. The position peaked at $221K in Q4 2024. 131 funds tracked by Wall St. Rank hold ESQ as of Q1 2025.

  • GeoWealth Management reported no remaining Esquire Financial Holdings position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,775 Esquire Financial Holdings shares in Q1 2025, an estimated $221K.
  • GeoWealth Management first reported a position in Esquire Financial Holdings in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Esquire Financial Holdings position peaked at $221K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.