Steward Partners Investment Advisory
ESQ icon

Steward Partners Investment Advisory’s Esquire Financial Holdings ESQ Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$31K Sell
260
-490
-65% -$54.3K ﹤0.01% 3211
2026
Q1 		$80.6K Buy
750
+60
+9% +$6.42K ﹤0.01% 2503
2025
Q4 		$70.4K Buy
690
+270
+64% +$27.4K ﹤0.01% 2492
2025
Q3 		$42.9K Buy
420
+405
+2,700% +$39.9K ﹤0.01% 2683
2025
Q2 		$1.42K Hold
15
– – ﹤0.01% 3807
2025
Q1 		$1.13K Hold
15
– – ﹤0.01% 3749
2024
Q4 		$1.19K Hold
15
– – ﹤0.01% 3730
2024
Q3 		$978 Hold
15
– – ﹤0.01% 3534
2024
Q2 		$714 Sell
15
-4,815
-100% -$226K ﹤0.01% 3431
2024
Q1 		$229K Buy
+4,830
New +$236K ﹤0.01% 1376

Other funds holding ESQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AM
Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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

Steward Partners Investment Advisory's ESQ Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Esquire Financial Holdings (ESQ) stake by 65% in Q2 2026, selling an estimated $54.3K and leaving 260 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #3211.

Steward Partners Investment Advisory first reported a position in ESQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $229K in Q1 2024. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Steward Partners Investment Advisory held 260 shares of Esquire Financial Holdings worth $31K as of Q2 2026.
  • Steward Partners Investment Advisory sold 490 Esquire Financial Holdings shares in Q2 2026, an estimated $54.3K.
  • Esquire Financial Holdings made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3211 holding.
  • Steward Partners Investment Advisory first reported a position in Esquire Financial Holdings in Q1 2024 and has held it in 10 quarters since.
  • Steward Partners Investment Advisory's Esquire Financial Holdings position peaked at $229K in Q1 2024.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.