UBS AM
ESQ icon

UBS AM’s Esquire Financial Holdings ESQ Stock Holding History

UBS AM’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 		$558K Hold
4,685
– – ﹤0.01% 2516
2026
Q1 		$504K Buy
4,685
+843
+22% +$90.2K ﹤0.01% 2550
2025
Q4 		$392K Buy
3,842
+5
+0.1% +$507 ﹤0.01% 2370
2025
Q3 		$392K Sell
3,837
-7,126
-65% -$703K ﹤0.01% 2184
2025
Q2 		$1.04M Buy
10,963
+7,298
+199% +$630K ﹤0.01% 2376
2025
Q1 		$276K Buy
+3,665
New +$292K ﹤0.01% 2558

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 $3.37T AUM 44.26% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

UBS AM's ESQ Position: Q2 2026 in Review

UBS AM held its Esquire Financial Holdings (ESQ) position steady in Q2 2026 at 4,685 shares worth $558K. The position accounts for ﹤0.01% of the portfolio, ranked #2516.

UBS AM first reported a position in ESQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.04M in Q2 2025. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • UBS AM held 4,685 shares of Esquire Financial Holdings worth $558K as of Q2 2026.
  • UBS AM left its Esquire Financial Holdings share count unchanged in Q2 2026.
  • Esquire Financial Holdings made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2516 holding.
  • UBS AM first reported a position in Esquire Financial Holdings in Q1 2025 and has held it in 6 quarters since.
  • UBS AM's Esquire Financial Holdings position peaked at $1.04M in Q2 2025.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.