Jones Financial Companies
ESQ icon

Jones Financial Companies’s Esquire Financial Holdings ESQ Stock Holding History

Jones Financial Companies’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 		$1.07K Hold
9
– – ﹤0.01% 4594
2026
Q1 		$959 Hold
9
– – ﹤0.01% 4355
2025
Q4 		$919 Hold
9
– – ﹤0.01% 4039
2025
Q3 		$932 Hold
9
– – ﹤0.01% 3913
2025
Q2 		$855 Buy
+9
New +$777 ﹤0.01% 3690

Other funds holding ESQ

BlackRock
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Mawer Investment Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AM
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Jones Financial Companies's ESQ Position: Q2 2026 in Review

Jones Financial Companies held its Esquire Financial Holdings (ESQ) position steady in Q2 2026 at 9 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #4594.

Jones Financial Companies first reported a position in ESQ in Q2 2025 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Jones Financial Companies held 9 shares of Esquire Financial Holdings worth $1.07K as of Q2 2026.
  • Jones Financial Companies left its Esquire Financial Holdings share count unchanged in Q2 2026.
  • Esquire Financial Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4594 holding.
  • Jones Financial Companies first reported a position in Esquire Financial Holdings in Q2 2025 and has held it in 5 quarters since.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.