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HM Payson & Co’s Esquire Financial Holdings ESQ Stock Holding History

HM Payson & Co’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
Q3 		– Sell
-300
Closed -$28.4K – 1102
2025
Q2 		$28.4K Hold
300
– – ﹤0.01% 740
2025
Q1 		$22.6K Hold
300
– – ﹤0.01% 772
2024
Q4 		$23.9K Buy
+300
New +$21.5K ﹤0.01% 755

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
AM
Ampfield Management New York $80.8M AUM 28.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HM Payson & Co's ESQ Position: Q3 2025 in Review

HM Payson & Co sold out of Esquire Financial Holdings (ESQ) in Q3 2025, closing a stake of 300 shares — an estimated $28.4K sold.

HM Payson & Co first reported a position in ESQ in Q4 2024 and held it in 3 quarters. The position peaked at $28.4K in Q2 2025. 160 funds tracked by Wall St. Rank hold ESQ as of Q3 2025.

  • HM Payson & Co reported no remaining Esquire Financial Holdings position as of Q3 2025 after selling out during the quarter.
  • HM Payson & Co sold 300 Esquire Financial Holdings shares in Q3 2025, an estimated $28.4K.
  • HM Payson & Co first reported a position in Esquire Financial Holdings in Q4 2024 and held it in 3 quarters.
  • HM Payson & Co's Esquire Financial Holdings position peaked at $28.4K in Q2 2025.
  • 160 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q3 2025.

Based on HM Payson & Co's 13F filing for Q3 2025, filed 17 Oct 2025.