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 Q3	$3.38K	Sell	29 -31	-52%	-$3.77K	﹤0.01%	1765
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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

MassMutual Private Wealth & Trust's ESQ Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Esquire Financial Holdings (ESQ) stake by 52% in Q3 2026, selling an estimated $3.77K and leaving 29 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

MassMutual Private Wealth & Trust first reported a position in ESQ in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.15K in Q2 2026. 11 funds tracked by Wall St. Rank hold ESQ as of Q3 2026.

MassMutual Private Wealth & Trust held 29 shares of Esquire Financial Holdings worth $3.38K as of Q3 2026.
MassMutual Private Wealth & Trust sold 31 Esquire Financial Holdings shares in Q3 2026, an estimated $3.77K.
Esquire Financial Holdings made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1765 holding.
MassMutual Private Wealth & Trust first reported a position in Esquire Financial Holdings in Q1 2025 and has held it in 7 quarters since.
MassMutual Private Wealth & Trust's Esquire Financial Holdings position peaked at $7.15K in Q2 2026.
11 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.