Rosenthal Henry Capital Advisors’s Esquire Financial Holdings ESQ Stock Holding History

Rosenthal Henry Capital Advisors’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	$3.71M	Sell	31,187 -6,850	-18%	-$759K	3.25%	5
2026 Q1	$4.09M	Hold	38,037	–	–	4%	5
2025 Q4	$3.88M	Hold	38,037	–	–	3.6%	4
2025 Q3	$3.88M	Sell	38,037 -105	-0.3%	-$10.4K	3.73%	5
2025 Q2	$3.61M	Sell	38,142 -641	-2%	-$55.4K	3.64%	6
2025 Q1	$2.92M	Sell	38,783 -2,017	-5%	-$161K	2.95%	9
2024 Q4	$3.24M	Hold	40,800	–	–	3%	7
2024 Q3	$2.66M	Buy	40,800 +800	+2%	+$46.2K	2.67%	14
2024 Q2	$1.9M	Hold	40,000	–	–	2.7%	16
2024 Q1	$1.9M	Buy	+40,000	New	+$1.96M	2.55%	18

Other funds holding ESQ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rosenthal Henry Capital Advisors's ESQ Position: Q2 2026 in Review

Rosenthal Henry Capital Advisors reduced its Esquire Financial Holdings (ESQ) stake by 18% in Q2 2026, selling an estimated $759K and leaving 31,187 shares worth $3.71M. The position accounts for 3.25% of the portfolio, ranked #5.

Rosenthal Henry Capital Advisors first reported a position in ESQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.09M in Q1 2026. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

Rosenthal Henry Capital Advisors held 31,187 shares of Esquire Financial Holdings worth $3.71M as of Q2 2026.
Rosenthal Henry Capital Advisors sold 6,850 Esquire Financial Holdings shares in Q2 2026, an estimated $759K.
Esquire Financial Holdings made up 3.25% of Rosenthal Henry Capital Advisors's portfolio in Q2 2026, its #5 holding.
Rosenthal Henry Capital Advisors first reported a position in Esquire Financial Holdings in Q1 2024 and has held it in 10 quarters since.
Rosenthal Henry Capital Advisors's Esquire Financial Holdings position peaked at $4.09M in Q1 2026.
165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Rosenthal Henry Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.