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Harvest Fund Management’s Esquire Financial Holdings ESQ Stock Holding History

Harvest Fund 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
Q2 		– Sell
-1,561
Closed -$117K – 673
2025
Q1 		$117K Sell
1,561
-6,702
-81% -$535K 0.01% 420
2024
Q4 		$657K Buy
+8,263
New +$593K 0.03% 282

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

Harvest Fund Management's ESQ Position: Q2 2025 in Review

Harvest Fund Management sold out of Esquire Financial Holdings (ESQ) in Q2 2025, closing a stake of 1,561 shares — an estimated $117K sold.

Harvest Fund Management first reported a position in ESQ in Q4 2024 and held it in 2 quarters. The position peaked at $657K in Q4 2024. 152 funds tracked by Wall St. Rank hold ESQ as of Q2 2025.

  • Harvest Fund Management reported no remaining Esquire Financial Holdings position as of Q2 2025 after selling out during the quarter.
  • Harvest Fund Management sold 1,561 Esquire Financial Holdings shares in Q2 2025, an estimated $117K.
  • Harvest Fund Management first reported a position in Esquire Financial Holdings in Q4 2024 and held it in 2 quarters.
  • Harvest Fund Management's Esquire Financial Holdings position peaked at $657K in Q4 2024.
  • 152 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2025.

Based on Harvest Fund Management's 13F filing for Q2 2025, filed 15 Aug 2025.