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Sierra Summit Advisors’s Esquire Financial Holdings ESQ Stock Holding History

Sierra Summit 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 		– Sell
-8,588
Closed -$877K – 195
2025
Q4 		$877K Buy
+8,588
New +$871K 0.13% 109
2025
Q2 		– Sell
-8,267
Closed -$623K – 192
2025
Q1 		$623K Buy
+8,267
New +$659K 0.14% 118

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
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 $2.12B 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

Sierra Summit Advisors's ESQ Position: Q1 2026 in Review

Sierra Summit Advisors sold out of Esquire Financial Holdings (ESQ) in Q1 2026, closing a stake of 8,588 shares — an estimated $877K sold.

Sierra Summit Advisors first reported a position in ESQ in Q1 2025 and held it in 2 quarters. The position peaked at $877K in Q4 2025. 165 funds tracked by Wall St. Rank hold ESQ as of Q1 2026.

  • Sierra Summit Advisors reported no remaining Esquire Financial Holdings position as of Q1 2026 after selling out during the quarter.
  • Sierra Summit Advisors sold 8,588 Esquire Financial Holdings shares in Q1 2026, an estimated $877K.
  • Sierra Summit Advisors first reported a position in Esquire Financial Holdings in Q1 2025 and held it in 2 quarters.
  • Sierra Summit Advisors's Esquire Financial Holdings position peaked at $877K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q1 2026.

Based on Sierra Summit Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.