SA
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Sanctuary Advisors’s Esquire Financial Holdings ESQ Stock Holding History

Sanctuary 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
Q1 		$665K Buy
6,182
+397
+7% +$42.5K ﹤0.01% 1582
2025
Q4 		$590K Buy
5,785
+24
+0.4% +$2.43K ﹤0.01% 1629
2025
Q3 		$588K Sell
5,761
-489
-8% -$48.2K ﹤0.01% 1607
2025
Q2 		$592K Sell
6,250
-1,989
-24% -$172K ﹤0.01% 1529
2025
Q1 		$621K Buy
8,239
+20
+0.2% +$1.59K ﹤0.01% 1382
2024
Q4 		$718K Buy
8,219
+16
+0.2% +$1.15K ﹤0.01% 1457
2024
Q3 		$628K Buy
8,203
+49
+0.6% +$2.83K ﹤0.01% 1561
2024
Q2 		$401K Buy
+8,154
New +$383K ﹤0.01% 1782

Other funds holding ESQ

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
BCM
Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AM
Ampfield Management New York $80.8M AUM 28.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return