Stokes Family Office’s Esquire Financial Holdings ESQ Stock Holding History

Stokes Family Office’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	–	Sell	-4,000	Closed	-$430K	–	280
2026 Q1	$430K	Hold	4,000	–	–	0.04%	199
2025 Q4	$408K	Hold	4,000	–	–	0.04%	218
2025 Q3	$408K	Hold	4,000	–	–	0.04%	198
2025 Q2	$379K	Hold	4,000	–	–	0.04%	183
2025 Q1	$302K	Hold	4,000	–	–	0.03%	193
2024 Q4	$318K	Hold	4,000	–	–	0.03%	197
2024 Q3	$261K	Buy	+4,000	New	+$231K	0.03%	197

Other funds holding ESQ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stokes Family Office's ESQ Position: Q2 2026 in Review

Stokes Family Office sold out of Esquire Financial Holdings (ESQ) in Q2 2026, closing a stake of 4,000 shares — an estimated $430K sold.

Stokes Family Office first reported a position in ESQ in Q3 2024 and held it in 7 quarters. The position peaked at $430K in Q1 2026. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

Stokes Family Office reported no remaining Esquire Financial Holdings position as of Q2 2026 after selling out during the quarter.
Stokes Family Office sold 4,000 Esquire Financial Holdings shares in Q2 2026, an estimated $430K.
Stokes Family Office first reported a position in Esquire Financial Holdings in Q3 2024 and held it in 7 quarters.
Stokes Family Office's Esquire Financial Holdings position peaked at $430K in Q1 2026.
165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.