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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
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

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

Retirement Wealth Solutions's ESQ Position: Q2 2026 in Review

Retirement Wealth Solutions held its Esquire Financial Holdings (ESQ) position steady in Q2 2026 at 32 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Retirement Wealth Solutions first reported a position in ESQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.54K in Q2 2025. 166 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Retirement Wealth Solutions held 32 shares of Esquire Financial Holdings worth $3.81K as of Q2 2026.
  • Retirement Wealth Solutions left its Esquire Financial Holdings share count unchanged in Q2 2026.
  • Esquire Financial Holdings made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #402 holding.
  • Retirement Wealth Solutions first reported a position in Esquire Financial Holdings in Q2 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Esquire Financial Holdings position peaked at $4.54K in Q2 2025.
  • 166 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.