Polen Capital Management
ESQ icon

Polen Capital Management’s Esquire Financial Holdings ESQ Stock Holding History

Polen Capital 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 		– Sell
-11,713
Closed -$1.26M – 239
2026
Q1 		$1.26M Buy
11,713
+4
+0% +$428 0.01% 133
2025
Q4 		$1.2M Hold
11,709
– – 0.01% 119
2025
Q3 		$1.19M Buy
11,709
+17
+0.1% +$1.68K ﹤0.01% 128
2025
Q2 		$1.11M Buy
+11,692
New +$1.01M ﹤0.01% 137

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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

Polen Capital Management's ESQ Position: Q2 2026 in Review

Polen Capital Management sold out of Esquire Financial Holdings (ESQ) in Q2 2026, closing a stake of 11,713 shares — an estimated $1.26M sold.

Polen Capital Management first reported a position in ESQ in Q2 2025 and held it in 4 quarters. The position peaked at $1.26M in Q1 2026. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Polen Capital Management reported no remaining Esquire Financial Holdings position as of Q2 2026 after selling out during the quarter.
  • Polen Capital Management sold 11,713 Esquire Financial Holdings shares in Q2 2026, an estimated $1.26M.
  • Polen Capital Management first reported a position in Esquire Financial Holdings in Q2 2025 and held it in 4 quarters.
  • Polen Capital Management's Esquire Financial Holdings position peaked at $1.26M in Q1 2026.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.