Raymond James Financial
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Raymond James Financial’s Esquire Financial Holdings ESQ Stock Holding History

Raymond James Financial’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
Q1 		$672K Sell
6,248
-182
-3% -$19.5K ﹤0.01% 4144
2025
Q4 		$656K Sell
6,430
-494
-7% -$50.1K ﹤0.01% 4071
2025
Q3 		$707K Sell
6,924
-615
-8% -$60.7K ﹤0.01% 3903
2025
Q2 		$714K Buy
7,539
+2,298
+44% +$198K ﹤0.01% 3786
2025
Q1 		$395K Sell
5,241
-1,610
-24% -$128K ﹤0.01% 4070
2024
Q4 		$545K Buy
+6,851
New +$492K ﹤0.01% 3852

Other funds holding ESQ

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AM
Ampfield Management New York $80.8M AUM 28.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial's ESQ Position: Q1 2026 in Review

Raymond James Financial reduced its Esquire Financial Holdings (ESQ) stake by 2.8% in Q1 2026, selling an estimated $19.5K and leaving 6,248 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #4144.

Raymond James Financial first reported a position in ESQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $714K in Q2 2025. 165 funds tracked by Wall St. Rank hold ESQ as of Q1 2026.

  • Raymond James Financial held 6,248 shares of Esquire Financial Holdings worth $672K as of Q1 2026.
  • Raymond James Financial sold 182 Esquire Financial Holdings shares in Q1 2026, an estimated $19.5K.
  • Esquire Financial Holdings made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4144 holding.
  • Raymond James Financial first reported a position in Esquire Financial Holdings in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Esquire Financial Holdings position peaked at $714K in Q2 2025.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.