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NewEdge Advisors’s Esquire Financial Holdings ESQ Stock Holding History

NewEdge Advisors’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
2025
Q3 		– Sell
-1
Closed -$96 – 4141
2025
Q2 		$96 Hold
1
– – ﹤0.01% 3908
2025
Q1 		$76 Hold
1
– – ﹤0.01% 3836
2024
Q4 		$80 Sell
1
-43
-98% -$3.09K ﹤0.01% 3793
2024
Q3 		$2.87K Buy
44
+43
+4,300% +$2.48K ﹤0.01% 3316
2024
Q2 		$48 Hold
1
– – ﹤0.01% 3716
2024
Q1 		$48 Sell
1
-19
-95% -$930 ﹤0.01% 3733
2023
Q4 		$1K Sell
20
-158
-89% -$7.42K ﹤0.01% 3465
2023
Q3 		$8.13K Buy
178
+113
+174% +$5.37K ﹤0.01% 2651
2023
Q2 		$2.97K Buy
+65
New +$2.66K ﹤0.01% 2974

Other funds holding ESQ

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
AM
Ampfield Management New York $80.8M AUM 28.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors's ESQ Position: Q3 2025 in Review

NewEdge Advisors sold out of Esquire Financial Holdings (ESQ) in Q3 2025, closing a stake of 1 share — an estimated $96 sold.

NewEdge Advisors first reported a position in ESQ in Q2 2023 and held it in 9 quarters. The position peaked at $8.13K in Q3 2023. 160 funds tracked by Wall St. Rank hold ESQ as of Q3 2025.

  • NewEdge Advisors reported no remaining Esquire Financial Holdings position as of Q3 2025 after selling out during the quarter.
  • NewEdge Advisors sold 1 Esquire Financial Holdings share in Q3 2025, an estimated $96.
  • NewEdge Advisors first reported a position in Esquire Financial Holdings in Q2 2023 and held it in 9 quarters.
  • NewEdge Advisors's Esquire Financial Holdings position peaked at $8.13K in Q3 2023.
  • 160 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.