Marshall Wace’s Esquire Financial Holdings ESQ Stock Holding History

Marshall Wace’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	$3.48M	Buy	+32,349	New	+$3.46M	﹤0.01%	1494
2024 Q4	–	Sell	-5,676	Closed	-$370K	–	2697
2024 Q3	$370K	Sell	5,676 -13,770	-71%	-$795K	﹤0.01%	2048
2024 Q2	$926K	Buy	+19,446	New	+$913K	﹤0.01%	1723
2020 Q4	–	Sell	-18,242	Closed	-$274K	–	1947
2020 Q3	$274K	Sell	18,242 -836	-4%	-$13.4K	﹤0.01%	1388
2020 Q2	$322K	Hold	19,078	–	–	﹤0.01%	1309
2020 Q1	$287K	Sell	19,078 -6,184	-24%	-$136K	﹤0.01%	1106
2019 Q4	$659K	Buy	+25,262	New	+$617K	﹤0.01%	1083

Other funds holding ESQ

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 $4.5B AUM 18.67% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ampfield Management New York $80.8M AUM 28.93% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace's ESQ Position: Q1 2026 in Review

Marshall Wace opened a new position in Esquire Financial Holdings (ESQ) in Q1 2026: 32,349 shares worth $3.48M. The stake represents ﹤0.01% of the portfolio and ranks #1494 among its holdings. This is a return to the name: Marshall Wace previously reported a position in ESQ as recently as Q3 2024.

Marshall Wace first reported a position in ESQ in Q4 2019 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q1 2026.

Marshall Wace held 32,349 shares of Esquire Financial Holdings worth $3.48M as of Q1 2026.
Esquire Financial Holdings was a new Marshall Wace position in Q1 2026.
Esquire Financial Holdings made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1494 holding.
Marshall Wace first reported a position in Esquire Financial Holdings in Q4 2019 and has held it in 7 quarters since.
165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.