PCS
ESQ icon

Personal CFO Solutions’s Esquire Financial Holdings ESQ Stock Holding History

Personal CFO Solutions’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 		$253K Sell
2,121
-14
-0.7% -$1.55K 0.04% 452
2026
Q1 		$229K Buy
+2,135
New +$229K 0.03% 462

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

Personal CFO Solutions's ESQ Position: Q2 2026 in Review

Personal CFO Solutions reduced its Esquire Financial Holdings (ESQ) stake by 0.66% in Q2 2026, selling an estimated $1.55K and leaving 2,121 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #452.

Personal CFO Solutions first reported a position in ESQ in Q1 2026 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Personal CFO Solutions held 2,121 shares of Esquire Financial Holdings worth $253K as of Q2 2026.
  • Personal CFO Solutions sold 14 Esquire Financial Holdings shares in Q2 2026, an estimated $1.55K.
  • Esquire Financial Holdings made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #452 holding.
  • Personal CFO Solutions first reported a position in Esquire Financial Holdings in Q1 2026 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.