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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
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

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

Steward Partners Investment Advisory's ESQ Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Esquire Financial Holdings (ESQ) stake by 8.7% in Q1 2026, buying an estimated $6.42K and bringing the position to 750 shares worth $80.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2503.

Steward Partners Investment Advisory first reported a position in ESQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $229K in Q1 2024. 165 funds tracked by Wall St. Rank hold ESQ as of Q1 2026.

  • Steward Partners Investment Advisory held 750 shares of Esquire Financial Holdings worth $80.6K as of Q1 2026.
  • Steward Partners Investment Advisory bought 60 Esquire Financial Holdings shares in Q1 2026, an estimated $6.42K.
  • Esquire Financial Holdings made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2503 holding.
  • Steward Partners Investment Advisory first reported a position in Esquire Financial Holdings in Q1 2024 and has held it in 9 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 Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.