Retirement Wealth Solutions
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Retirement Wealth Solutions’s Esquire Financial Holdings ESQ Stock Holding History

Retirement Wealth 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
Q3 		$3.72K Hold
32
– – ﹤0.01% 453
2026
Q2 		$3.81K Hold
32
– – ﹤0.01% 402
2026
Q1 		$3.44K Sell
32
-12
-27% -$1.28K ﹤0.01% 391
2025
Q4 		$4.49K Hold
44
– – ﹤0.01% 329
2025
Q3 		$4.49K Sell
44
-4
-8% -$394 ﹤0.01% 323
2025
Q2 		$4.54K Buy
+48
New +$4.14K ﹤0.01% 313

Other funds holding ESQ

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return
Cox Capital Management
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
Romano Brothers & Co
Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
Landaas & Company
Landaas & Company Milwaukee, Wisconsin $606M AUM 16.46% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Retirement Wealth Solutions's ESQ Position: Q3 2026 in Review

Retirement Wealth Solutions held its Esquire Financial Holdings (ESQ) position steady in Q3 2026 at 32 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Retirement Wealth Solutions first reported a position in ESQ in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.54K in Q2 2025. 38 funds tracked by Wall St. Rank hold ESQ as of Q3 2026.

  • Retirement Wealth Solutions held 32 shares of Esquire Financial Holdings worth $3.72K as of Q3 2026.
  • Retirement Wealth Solutions left its Esquire Financial Holdings share count unchanged in Q3 2026.
  • Esquire Financial Holdings made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #453 holding.
  • Retirement Wealth Solutions first reported a position in Esquire Financial Holdings in Q2 2025 and has held it in 6 quarters since.
  • Retirement Wealth Solutions's Esquire Financial Holdings position peaked at $4.54K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.