SkyOak Wealth’s Esquire Financial Holdings ESQ Stock Holding History

SkyOak 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	$209K	Buy	+1,795	New	+$218K	0.03%	229

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return

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

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

SkyOak Wealth's ESQ Position: Q3 2026 in Review

SkyOak Wealth opened a new position in Esquire Financial Holdings (ESQ) in Q3 2026: 1,795 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #229 among its holdings.

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

SkyOak Wealth held 1,795 shares of Esquire Financial Holdings worth $209K as of Q3 2026.
Esquire Financial Holdings was a new SkyOak Wealth position in Q3 2026.
Esquire Financial Holdings made up 0.03% of SkyOak Wealth's portfolio in Q3 2026, its #229 holding.
56 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q3 2026.

Based on SkyOak Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.