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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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
PSB
Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 10 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.
  • 10 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.