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Tortoise Investment Management’s Esquire Financial Holdings ESQ Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-1
Closed -$102 – 620
2025
Q3 		$102 Buy
+1
New +$99 ﹤0.01% 1383

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

Tortoise Investment Management's ESQ Position: Q4 2025 in Review

Tortoise Investment Management sold out of Esquire Financial Holdings (ESQ) in Q4 2025, closing a stake of 1 share — an estimated $102 sold.

Tortoise Investment Management first reported a position in ESQ in Q3 2025 and held it in 1 quarter. The position peaked at $102 in Q3 2025. 158 funds tracked by Wall St. Rank hold ESQ as of Q4 2025.

  • Tortoise Investment Management reported no remaining Esquire Financial Holdings position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 Esquire Financial Holdings share in Q4 2025, an estimated $102.
  • Tortoise Investment Management first reported a position in Esquire Financial Holdings in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Esquire Financial Holdings position peaked at $102 in Q3 2025.
  • 158 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.