Smartleaf Asset Management
ESQ icon

Smartleaf Asset Management’s Esquire Financial Holdings ESQ Stock Holding History

Smartleaf Asset Management’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 		$5.3K Buy
45
+41
+1,025% +$4.98K ﹤0.01% 2690
2026
Q2 		$475 Hold
4
– – ﹤0.01% 3208
2026
Q1 		$424 Hold
4
– – ﹤0.01% 3249
2025
Q4 		$409 Sell
4
-62
-94% -$6.28K ﹤0.01% 3284
2025
Q3 		$6.71K Buy
+66
New +$6.51K ﹤0.01% 2269

Other funds holding ESQ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Langdon Equity Partners
Langdon Equity Partners Toronto $146M AUM 11.99% 1-Year Est. Return

Smartleaf Asset Management's ESQ Position: Q3 2026 in Review

Smartleaf Asset Management increased its Esquire Financial Holdings (ESQ) stake by 1,025% in Q3 2026, buying an estimated $4.98K and bringing the position to 45 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2690.

Smartleaf Asset Management first reported a position in ESQ in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.71K in Q3 2025. 146 funds tracked by Wall St. Rank hold ESQ as of Q3 2026.

  • Smartleaf Asset Management held 45 shares of Esquire Financial Holdings worth $5.3K as of Q3 2026.
  • Smartleaf Asset Management bought 41 Esquire Financial Holdings shares in Q3 2026, an estimated $4.98K.
  • Esquire Financial Holdings made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2690 holding.
  • Smartleaf Asset Management first reported a position in Esquire Financial Holdings in Q3 2025 and has held it in 5 quarters since.
  • Smartleaf Asset Management's Esquire Financial Holdings position peaked at $6.71K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.