Next Level Private’s Esquire Financial Holdings ESQ Stock Holding History

Next Level Private’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	$298K	Hold	2,500	–	–	0.06%	143
2026 Q1	$269K	Hold	2,500	–	–	0.06%	148
2025 Q4	$255K	Hold	2,500	–	–	0.07%	140
2025 Q3	$262K	Hold	2,500	–	–	0.08%	128
2025 Q2	$237K	Buy	+2,500	New	+$216K	0.08%	131

Other funds holding ESQ

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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Next Level Private's ESQ Position: Q2 2026 in Review

Next Level Private held its Esquire Financial Holdings (ESQ) position steady in Q2 2026 at 2,500 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #143.

Next Level Private first reported a position in ESQ in Q2 2025 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

Next Level Private held 2,500 shares of Esquire Financial Holdings worth $298K as of Q2 2026.
Next Level Private left its Esquire Financial Holdings share count unchanged in Q2 2026.
Esquire Financial Holdings made up 0.06% of Next Level Private's portfolio in Q2 2026, its #143 holding.
Next Level Private first reported a position in Esquire Financial Holdings in Q2 2025 and has held it in 5 quarters since.
165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.