LPL Financial
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LPL Financial’s Esquire Financial Holdings ESQ Stock Holding History

LPL Financial’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
Q4 		– Sell
-4,140
Closed -$423K – 5931
2025
Q3 		$423K Buy
+4,140
New +$408K ﹤0.01% 4766

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
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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

LPL Financial's ESQ Position: Q4 2025 in Review

LPL Financial sold out of Esquire Financial Holdings (ESQ) in Q4 2025, closing a stake of 4,140 shares — an estimated $423K sold.

LPL Financial first reported a position in ESQ in Q3 2025 and held it in 1 quarter. The position peaked at $423K in Q3 2025. 158 funds tracked by Wall St. Rank hold ESQ as of Q4 2025.

  • LPL Financial reported no remaining Esquire Financial Holdings position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 4,140 Esquire Financial Holdings shares in Q4 2025, an estimated $423K.
  • LPL Financial first reported a position in Esquire Financial Holdings in Q3 2025 and held it in 1 quarter.
  • LPL Financial's Esquire Financial Holdings position peaked at $423K in Q3 2025.
  • 158 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.