TPWA
ESQ icon

Twin Peaks Wealth Advisors’s Esquire Financial Holdings ESQ Stock Holding History

Twin Peaks Wealth Advisors’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 		$108 Buy
+1
New +$107 ﹤0.01% 2236
2025
Q3 		– Sell
-1
Closed -$98 – 771
2025
Q2 		$98 Buy
+1
New +$86 ﹤0.01% 2121

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

Twin Peaks Wealth Advisors's ESQ Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Esquire Financial Holdings (ESQ) in Q1 2026: 1 share worth $108. The stake represents ﹤0.01% of the portfolio and ranks #2236 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ESQ as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ESQ in Q2 2025 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1 share of Esquire Financial Holdings worth $108 as of Q1 2026.
  • Esquire Financial Holdings was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Esquire Financial Holdings made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2236 holding.
  • Twin Peaks Wealth Advisors first reported a position in Esquire Financial Holdings in Q2 2025 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.