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 Q2	$2.51M	Sell	21,059 -11,290	-35%	-$1.25M	﹤0.01%	1735
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

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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace's ESQ Position: Q2 2026 in Review

Marshall Wace reduced its Esquire Financial Holdings (ESQ) stake by 35% in Q2 2026, selling an estimated $1.25M and leaving 21,059 shares worth $2.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Marshall Wace first reported a position in ESQ in Q4 2019 and has held it in 8 quarters since. The position peaked at $3.48M in Q1 2026. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

Marshall Wace held 21,059 shares of Esquire Financial Holdings worth $2.51M as of Q2 2026.
Marshall Wace sold 11,290 Esquire Financial Holdings shares in Q2 2026, an estimated $1.25M.
Esquire Financial Holdings made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1735 holding.
Marshall Wace first reported a position in Esquire Financial Holdings in Q4 2019 and has held it in 8 quarters since.
Marshall Wace's Esquire Financial Holdings position peaked at $3.48M in Q1 2026.
165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.