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Keating Financial Advisory Services’s Esquire Financial Holdings ESQ Stock Holding History

Keating Financial Advisory Services’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 		$2.02K Buy
17
+1
+6% +$111 ﹤0.01% 1947
2026
Q1 		$1.72K Buy
16
+15
+1,500% +$1.6K ﹤0.01% 1905
2025
Q4 		$102 Buy
+1
New +$101 ﹤0.01% 2125

Other funds holding ESQ

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

Keating Financial Advisory Services's ESQ Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Esquire Financial Holdings (ESQ) stake by 6.3% in Q2 2026, buying an estimated $111 and bringing the position to 17 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

Keating Financial Advisory Services first reported a position in ESQ in Q4 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Keating Financial Advisory Services held 17 shares of Esquire Financial Holdings worth $2.02K as of Q2 2026.
  • Keating Financial Advisory Services bought 1 Esquire Financial Holdings share in Q2 2026, an estimated $111.
  • Esquire Financial Holdings made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1947 holding.
  • Keating Financial Advisory Services first reported a position in Esquire Financial Holdings in Q4 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.