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Global Retirement Partners’s Esquire Financial Holdings ESQ Stock Holding History

Global Retirement Partners’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 		$39.2K Buy
+329
New +$36.4K ﹤0.01% 2675
2025
Q4 		$33.3K Buy
+326
New +$33K ﹤0.01% 2601

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

Global Retirement Partners's ESQ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Esquire Financial Holdings (ESQ) in Q2 2026: 329 shares worth $39.2K. The stake represents ﹤0.01% of the portfolio and ranks #2675 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ESQ as recently as Q4 2025.

Global Retirement Partners first reported a position in ESQ in Q4 2025 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Global Retirement Partners held 329 shares of Esquire Financial Holdings worth $39.2K as of Q2 2026.
  • Esquire Financial Holdings was a new Global Retirement Partners position in Q2 2026.
  • Esquire Financial Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2675 holding.
  • Global Retirement Partners first reported a position in Esquire Financial Holdings in Q4 2025 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.