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Guardian Wealth Management (Illinois)’s Esquire Financial Holdings ESQ Stock Holding History

Guardian Wealth Management (Illinois)’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
-1,490
Closed -$112K – 109
2025
Q1 		$112K Buy
1,490
+3
+0.2% +$239 0.08% 77
2024
Q4 		$118K Buy
1,487
+3
+0.2% +$215 0.08% 79
2024
Q3 		$96.8K Buy
1,484
+4
+0.3% +$231 0.07% 87
2024
Q2 		$70.5K Buy
1,480
+5
+0.3% +$235 0.05% 97
2024
Q1 		$70K Buy
1,475
+4
+0.3% +$196 0.05% 100
2023
Q4 		$73.5K Sell
1,471
-299
-17% -$14K 0.06% 98
2023
Q3 		$80.9K Sell
1,770
-401
-18% -$19.1K 0.08% 91
2023
Q2 		$99.3K Buy
2,171
+7
+0.3% +$287 0.09% 87
2023
Q1 		$84.6K Sell
2,164
-174
-7% -$7.33K 0.08% 89
2022
Q4 		$101K Buy
2,338
+5
+0.2% +$212 0.1% 89
2022
Q3 		$88K Sell
2,333
-766
-25% -$28.5K 0.1% 84
2022
Q2 		$103K Sell
3,099
-1,243
-29% -$43.8K 0.11% 83
2022
Q1 		$146K Hold
4,342
– – 0.15% 85
2021
Q4 		$137K Buy
+4,342
New +$140K 0.13% 77

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

Guardian Wealth Management (Illinois)'s ESQ Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Esquire Financial Holdings (ESQ) in Q2 2025, closing a stake of 1,490 shares — an estimated $112K sold.

Guardian Wealth Management (Illinois) first reported a position in ESQ in Q4 2021 and held it in 14 quarters. The position peaked at $146K in Q1 2022. 152 funds tracked by Wall St. Rank hold ESQ as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Esquire Financial Holdings position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 1,490 Esquire Financial Holdings shares in Q2 2025, an estimated $112K.
  • Guardian Wealth Management (Illinois) first reported a position in Esquire Financial Holdings in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s Esquire Financial Holdings position peaked at $146K in Q1 2022.
  • 152 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.