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Sandy Spring Bank’s Esquire Financial Holdings ESQ Stock Holding History

Sandy Spring Bank’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
2025
Q1 		$113K Hold
1,500
– – ﹤0.01% 430
2024
Q4 		$119K Hold
1,500
– – ﹤0.01% 430
2024
Q3 		$97.8K Hold
1,500
– – ﹤0.01% 461
2024
Q2 		$71.4K Hold
1,500
– – ﹤0.01% 520
2024
Q1 		$71.2K Hold
1,500
– – ﹤0.01% 515
2023
Q4 		$74.9K Hold
1,500
– – ﹤0.01% 487
2023
Q3 		$68.5K Hold
1,500
– – ﹤0.01% 493
2023
Q2 		$68.6K Buy
+1,500
New +$61.5K ﹤0.01% 485

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 $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AM
Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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

Sandy Spring Bank's ESQ Position: Q1 2025 in Review

Sandy Spring Bank held its Esquire Financial Holdings (ESQ) position steady in Q1 2025 at 1,500 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Sandy Spring Bank first reported a position in ESQ in Q2 2023 and has held it in 8 quarters since. The position peaked at $119K in Q4 2024. 131 funds tracked by Wall St. Rank hold ESQ as of Q1 2025.

  • Sandy Spring Bank held 1,500 shares of Esquire Financial Holdings worth $113K as of Q1 2025.
  • Sandy Spring Bank left its Esquire Financial Holdings share count unchanged in Q1 2025.
  • Esquire Financial Holdings made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #430 holding.
  • Sandy Spring Bank first reported a position in Esquire Financial Holdings in Q2 2023 and has held it in 8 quarters since.
  • Sandy Spring Bank's Esquire Financial Holdings position peaked at $119K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.