Simplicity Wealth’s Esquire Financial Holdings ESQ Stock Holding History

Simplicity Wealth’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 Q3	$310K	Buy	+2,661	New	+$323K	0.01%	842

Other funds holding ESQ

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Simplicity Wealth's ESQ Position: Q3 2026 in Review

Simplicity Wealth opened a new position in Esquire Financial Holdings (ESQ) in Q3 2026: 2,661 shares worth $310K. The stake represents 0.01% of the portfolio and ranks #842 among its holdings.

25 funds tracked by Wall St. Rank hold ESQ as of Q3 2026.

Simplicity Wealth held 2,661 shares of Esquire Financial Holdings worth $310K as of Q3 2026.
Esquire Financial Holdings was a new Simplicity Wealth position in Q3 2026.
Esquire Financial Holdings made up 0.01% of Simplicity Wealth's portfolio in Q3 2026, its #842 holding.
25 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.