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Meridian Wealth Management’s Esquire Financial Holdings ESQ Stock Holding History

Meridian Wealth 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 		$357K Hold
3,000
– – 0.01% 634
2026
Q1 		$323K Hold
3,000
– – 0.01% 631
2025
Q4 		$306K Hold
3,000
– – 0.01% 610
2025
Q3 		$306K Hold
3,000
– – 0.01% 577
2025
Q2 		$284K Hold
3,000
– – 0.01% 570
2025
Q1 		$226K Hold
3,000
– – 0.01% 578
2024
Q4 		$239K Buy
+3,000
New +$215K 0.01% 566

Other funds holding ESQ

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

Meridian Wealth Management's ESQ Position: Q2 2026 in Review

Meridian Wealth Management held its Esquire Financial Holdings (ESQ) position steady in Q2 2026 at 3,000 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #634.

Meridian Wealth Management first reported a position in ESQ in Q4 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Meridian Wealth Management held 3,000 shares of Esquire Financial Holdings worth $357K as of Q2 2026.
  • Meridian Wealth Management left its Esquire Financial Holdings share count unchanged in Q2 2026.
  • Esquire Financial Holdings made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #634 holding.
  • Meridian Wealth Management first reported a position in Esquire Financial Holdings in Q4 2024 and has held it in 7 quarters since.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.