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

Mackenzie 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
Q3 		– Sell
-2,523
Closed -$239K – 1747
2025
Q2 		$239K Buy
+2,523
New +$218K ﹤0.01% 1481

Other funds holding ESQ

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
AM
Ampfield Management New York $80.8M AUM 28.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mackenzie Financial's ESQ Position: Q3 2025 in Review

Mackenzie Financial sold out of Esquire Financial Holdings (ESQ) in Q3 2025, closing a stake of 2,523 shares — an estimated $239K sold.

Mackenzie Financial first reported a position in ESQ in Q2 2025 and held it in 1 quarter. The position peaked at $239K in Q2 2025. 160 funds tracked by Wall St. Rank hold ESQ as of Q3 2025.

  • Mackenzie Financial reported no remaining Esquire Financial Holdings position as of Q3 2025 after selling out during the quarter.
  • Mackenzie Financial sold 2,523 Esquire Financial Holdings shares in Q3 2025, an estimated $239K.
  • Mackenzie Financial first reported a position in Esquire Financial Holdings in Q2 2025 and held it in 1 quarter.
  • Mackenzie Financial's Esquire Financial Holdings position peaked at $239K in Q2 2025.
  • 160 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q3 2025.

Based on Mackenzie Financial's 13F filing for Q3 2025, filed 13 Nov 2025.