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Sowell Financial Services’s Esquire Financial Holdings ESQ Stock Holding History

Sowell Financial Services’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
2025
Q4 		– Sell
-12,388
Closed -$1.26M – 1128
2025
Q3 		$1.26M Buy
+12,388
New +$1.22M 0.05% 372

Other funds holding ESQ

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Sowell Financial Services's ESQ Position: Q4 2025 in Review

Sowell Financial Services sold out of Esquire Financial Holdings (ESQ) in Q4 2025, closing a stake of 12,388 shares — an estimated $1.26M sold.

Sowell Financial Services first reported a position in ESQ in Q3 2025 and held it in 1 quarter. The position peaked at $1.26M in Q3 2025. 158 funds tracked by Wall St. Rank hold ESQ as of Q4 2025.

  • Sowell Financial Services reported no remaining Esquire Financial Holdings position as of Q4 2025 after selling out during the quarter.
  • Sowell Financial Services sold 12,388 Esquire Financial Holdings shares in Q4 2025, an estimated $1.26M.
  • Sowell Financial Services first reported a position in Esquire Financial Holdings in Q3 2025 and held it in 1 quarter.
  • Sowell Financial Services's Esquire Financial Holdings position peaked at $1.26M in Q3 2025.
  • 158 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q4 2025.

Based on Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.