SEI Investments
ESQ icon

SEI Investments’s Esquire Financial Holdings ESQ Stock Holding History

SEI Investments’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 		$2.4M Sell
20,116
-6,193
-24% -$686K ﹤0.01% 1861
2026
Q1 		$2.83M Buy
26,309
+7,302
+38% +$782K ﹤0.01% 1836
2025
Q4 		$1.94M Buy
19,007
+7,581
+66% +$768K ﹤0.01% 1866
2025
Q3 		$1.17M Buy
11,426
+2,341
+26% +$231K ﹤0.01% 1912
2025
Q2 		$860K Buy
+9,085
New +$785K ﹤0.01% 1987

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 $3.37T AUM 44.26% 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

SEI Investments's ESQ Position: Q2 2026 in Review

SEI Investments reduced its Esquire Financial Holdings (ESQ) stake by 24% in Q2 2026, selling an estimated $686K and leaving 20,116 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

SEI Investments first reported a position in ESQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.83M in Q1 2026. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • SEI Investments held 20,116 shares of Esquire Financial Holdings worth $2.4M as of Q2 2026.
  • SEI Investments sold 6,193 Esquire Financial Holdings shares in Q2 2026, an estimated $686K.
  • Esquire Financial Holdings made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #1861 holding.
  • SEI Investments first reported a position in Esquire Financial Holdings in Q2 2025 and has held it in 5 quarters since.
  • SEI Investments's Esquire Financial Holdings position peaked at $2.83M in Q1 2026.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.