Principal Financial Group
ESQ icon

Principal Financial Group’s Esquire Financial Holdings ESQ Stock Holding History

Principal Financial Group’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 		$2.15M Buy
18,030
+1,385
+8% +$153K ﹤0.01% 1835
2026
Q1 		$1.79M Sell
16,645
-7,427
-31% -$795K ﹤0.01% 1851
2025
Q4 		$2.46M Buy
24,072
+7,976
+50% +$808K ﹤0.01% 1804
2025
Q3 		$1.64M Buy
16,096
+7,642
+90% +$754K ﹤0.01% 1845
2025
Q2 		$800K Buy
+8,454
New +$730K ﹤0.01% 1926

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

Principal Financial Group's ESQ Position: Q2 2026 in Review

Principal Financial Group increased its Esquire Financial Holdings (ESQ) stake by 8.3% in Q2 2026, buying an estimated $153K and bringing the position to 18,030 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Principal Financial Group first reported a position in ESQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.46M in Q4 2025. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Principal Financial Group held 18,030 shares of Esquire Financial Holdings worth $2.15M as of Q2 2026.
  • Principal Financial Group bought 1,385 Esquire Financial Holdings shares in Q2 2026, an estimated $153K.
  • Esquire Financial Holdings made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1835 holding.
  • Principal Financial Group first reported a position in Esquire Financial Holdings in Q2 2025 and has held it in 5 quarters since.
  • Principal Financial Group's Esquire Financial Holdings position peaked at $2.46M in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.