MassMutual Private Wealth & Trust’s Esquire Financial Holdings ESQ Stock Holding History

MassMutual Private Wealth & Trust’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	$7.15K	Buy	60 +3	+5%	+$332	﹤0.01%	1540
2026 Q1	$6.13K	Hold	57	–	–	﹤0.01%	1587
2025 Q4	$5.82K	Sell	57 -9	-14%	-$912	﹤0.01%	1617
2025 Q3	$6.74K	Buy	66 +2	+3%	+$197	﹤0.01%	1563
2025 Q2	$6.06K	Buy	64 +59	+1,180%	+$5.09K	﹤0.01%	1560
2025 Q1	$377	Buy	+5	New	+$399	﹤0.01%	2257

Other funds holding ESQ

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

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return