Mawer Investment Management
ESQ icon

Mawer Investment Management’s Esquire Financial Holdings ESQ Stock Holding History

Mawer Investment Management’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 		$69.5M Sell
583,871
-141,343
-19% -$15.7M 0.47% 51
2026
Q1 		$78M Sell
725,214
-75,251
-9% -$8.05M 0.5% 48
2025
Q4 		$81.7M Buy
800,465
+23,692
+3% +$2.4M 0.46% 48
2025
Q3 		$79.3M Buy
776,773
+894
+0.1% +$88.2K 0.41% 49
2025
Q2 		$73.4M Sell
775,879
-4,010
-0.5% -$346K 0.37% 56
2025
Q1 		$58.8M Buy
779,889
+359,677
+86% +$28.7M 0.28% 63
2024
Q4 		$33.4M Buy
+420,212
New +$30.2M 0.15% 72

Other funds holding ESQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AM
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mawer Investment Management's ESQ Position: Q2 2026 in Review

Mawer Investment Management reduced its Esquire Financial Holdings (ESQ) stake by 19% in Q2 2026, selling an estimated $15.7M and leaving 583,871 shares worth $69.5M. The position accounts for 0.47% of the portfolio, ranked #51.

Mawer Investment Management first reported a position in ESQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $81.7M in Q4 2025. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Mawer Investment Management held 583,871 shares of Esquire Financial Holdings worth $69.5M as of Q2 2026.
  • Mawer Investment Management sold 141,343 Esquire Financial Holdings shares in Q2 2026, an estimated $15.7M.
  • Esquire Financial Holdings made up 0.47% of Mawer Investment Management's portfolio in Q2 2026, its #51 holding.
  • Mawer Investment Management first reported a position in Esquire Financial Holdings in Q4 2024 and has held it in 7 quarters since.
  • Mawer Investment Management's Esquire Financial Holdings position peaked at $81.7M in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.