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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
Q1 		$424 Hold
4
– – ﹤0.01% 3249
2025
Q4 		$409 Sell
4
-62
-94% -$6.29K ﹤0.01% 3284
2025
Q3 		$6.71K Buy
+66
New +$6.51K ﹤0.01% 2269

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

Smartleaf Asset Management's ESQ Position: Q1 2026 in Review

Smartleaf Asset Management held its Esquire Financial Holdings (ESQ) position steady in Q1 2026 at 4 shares worth $424. The position accounts for ﹤0.01% of the portfolio, ranked #3249.

Smartleaf Asset Management first reported a position in ESQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.71K in Q3 2025. 165 funds tracked by Wall St. Rank hold ESQ as of Q1 2026.

  • Smartleaf Asset Management held 4 shares of Esquire Financial Holdings worth $424 as of Q1 2026.
  • Smartleaf Asset Management left its Esquire Financial Holdings share count unchanged in Q1 2026.
  • Esquire Financial Holdings made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3249 holding.
  • Smartleaf Asset Management first reported a position in Esquire Financial Holdings in Q3 2025 and has held it in 3 quarters since.
  • Smartleaf Asset Management's Esquire Financial Holdings position peaked at $6.71K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.