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Rothschild Investment LLC’s Esquire Financial Holdings ESQ Stock Holding History

Rothschild Investment LLC’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 		$1.19K Hold
10
– – ﹤0.01% 2986
2026
Q1 		$1.07K Buy
10
+5
+100% +$535 ﹤0.01% 2831
2025
Q4 		$510 Hold
5
– – ﹤0.01% 2920
2025
Q3 		$510 Hold
5
– – ﹤0.01% 2820
2025
Q2 		$473 Hold
5
– – ﹤0.01% 2765
2025
Q1 		$377 Hold
5
– – ﹤0.01% 2701
2024
Q4 		$398 Hold
5
– – ﹤0.01% 2618
2024
Q3 		$326 Hold
5
– – ﹤0.01% 2592
2024
Q2 		$238 Buy
+5
New +$235 ﹤0.01% 2423

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's ESQ Position: Q2 2026 in Review

Rothschild Investment LLC held its Esquire Financial Holdings (ESQ) position steady in Q2 2026 at 10 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2986.

Rothschild Investment LLC first reported a position in ESQ in Q2 2024 and has held it in 9 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Rothschild Investment LLC held 10 shares of Esquire Financial Holdings worth $1.19K as of Q2 2026.
  • Rothschild Investment LLC left its Esquire Financial Holdings share count unchanged in Q2 2026.
  • Esquire Financial Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2986 holding.
  • Rothschild Investment LLC first reported a position in Esquire Financial Holdings in Q2 2024 and has held it in 9 quarters since.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.