Jim Simons
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Jim Simons’s Esquire Financial Holdings ESQ Stock Holding History

Jim Simons’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
Q1 		$6.02M Buy
56,000
+46,200
+471% +$4.94M 0.01% 1262
2025
Q4 		$1M Buy
+9,800
New +$993K ﹤0.01% 2279
2025
Q3 		– Sell
-10,900
Closed -$1.03M – 3606
2025
Q2 		$1.03M Sell
10,900
-10,300
-49% -$890K ﹤0.01% 2505
2025
Q1 		$1.6M Sell
21,200
-12,200
-37% -$973K ﹤0.01% 2139
2024
Q4 		$2.66M Sell
33,400
-22,400
-40% -$1.61M ﹤0.01% 1861
2024
Q3 		$3.64M Sell
55,800
-7,700
-12% -$444K 0.01% 1649
2024
Q2 		$3.02M Sell
63,500
-5,254
-8% -$247K 0.01% 1609
2024
Q1 		$3.26M Buy
68,754
+17,854
+35% +$874K 0.01% 1710
2023
Q4 		$2.54M Buy
50,900
+18,800
+59% +$883K ﹤0.01% 1800
2023
Q3 		$1.47M Buy
32,100
+1,000
+3% +$47.5K ﹤0.01% 2049
2023
Q2 		$1.42M Sell
31,100
-29,400
-49% -$1.21M ﹤0.01% 2219
2023
Q1 		$2.37M Buy
60,500
+25,300
+72% +$1.07M ﹤0.01% 1924
2022
Q4 		$1.52M Buy
35,200
+9,300
+36% +$395K ﹤0.01% 2253
2022
Q3 		$973K Sell
25,900
-6,100
-19% -$227K ﹤0.01% 2515
2022
Q2 		$1.07M Sell
32,000
-8,300
-21% -$292K ﹤0.01% 2669
2022
Q1 		$1.35M Sell
40,300
-13,900
-26% -$467K ﹤0.01% 2518
2021
Q4 		$1.71M Buy
54,200
+6,000
+12% +$194K ﹤0.01% 2270
2021
Q3 		$1.38M Buy
48,200
+9,972
+26% +$254K ﹤0.01% 2367
2021
Q2 		$906K Buy
38,228
+7,328
+24% +$174K ﹤0.01% 2714
2021
Q1 		$705K Buy
30,900
+11,300
+58% +$260K ﹤0.01% 2769
2020
Q4 		$376K Buy
19,600
+200
+1% +$3.58K ﹤0.01% 2946
2020
Q3 		$291K Sell
19,400
-14,706
-43% -$235K ﹤0.01% 3008
2020
Q2 		$576K Buy
34,106
+6,749
+25% +$107K ﹤0.01% 2814
2020
Q1 		$412K Sell
27,357
-26,043
-49% -$571K ﹤0.01% 2851
2019
Q4 		$1.39M Buy
53,400
+33,500
+168% +$818K ﹤0.01% 2484
2019
Q3 		$494K Buy
19,900
+7,600
+62% +$182K ﹤0.01% 2873
2019
Q2 		$309K Buy
+12,300
New +$290K ﹤0.01% 3166

Other funds holding ESQ

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AM
Ampfield Management New York $100M AUM 19.77% 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

Jim Simons's ESQ Position: Q1 2026 in Review

Jim Simons increased its Esquire Financial Holdings (ESQ) stake by 471% in Q1 2026, buying an estimated $4.94M and bringing the position to 56,000 shares worth $6.02M. The position accounts for 0.01% of the portfolio, ranked #1262.

Jim Simons first reported a position in ESQ in Q2 2019 and has held it in 27 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q1 2026.

  • Jim Simons held 56,000 shares of Esquire Financial Holdings worth $6.02M as of Q1 2026.
  • Jim Simons bought 46,200 Esquire Financial Holdings shares in Q1 2026, an estimated $4.94M.
  • Esquire Financial Holdings made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1262 holding.
  • Jim Simons first reported a position in Esquire Financial Holdings in Q2 2019 and has held it in 27 quarters since.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.