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Physician Wealth Advisors’s Esquire Financial Holdings ESQ Stock Holding History

Physician Wealth 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
2026
Q2 		– Sell
-8
Closed -$860 – 2372
2026
Q1 		$860 Hold
8
– – ﹤0.01% 1760
2025
Q4 		$817 Hold
8
– – ﹤0.01% 1698
2025
Q3 		$817 Hold
8
– – ﹤0.01% 1680
2025
Q2 		$758 Buy
+8
New +$691 ﹤0.01% 1575

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

Physician Wealth Advisors's ESQ Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Esquire Financial Holdings (ESQ) in Q2 2026, closing a stake of 8 shares — an estimated $860 sold.

Physician Wealth Advisors first reported a position in ESQ in Q2 2025 and held it in 4 quarters. The position peaked at $860 in Q1 2026. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Esquire Financial Holdings position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 8 Esquire Financial Holdings shares in Q2 2026, an estimated $860.
  • Physician Wealth Advisors first reported a position in Esquire Financial Holdings in Q2 2025 and held it in 4 quarters.
  • Physician Wealth Advisors's Esquire Financial Holdings position peaked at $860 in Q1 2026.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.