Integrated Wealth Concepts’s Esquire Financial Holdings ESQ Stock Holding History

Integrated Wealth Concepts’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	$1.55K	Buy	+13	New	+$1.44K	﹤0.01%	5426

Other funds holding ESQ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's ESQ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Esquire Financial Holdings (ESQ) in Q2 2026: 13 shares worth $1.55K. The stake represents ﹤0.01% of the portfolio and ranks #5426 among its holdings.

165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

Integrated Wealth Concepts held 13 shares of Esquire Financial Holdings worth $1.55K as of Q2 2026.
Esquire Financial Holdings was a new Integrated Wealth Concepts position in Q2 2026.
Esquire Financial Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5426 holding.
165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.