Uniplan Investment Counsel’s Esquire Financial Holdings ESQ Stock Holding History

Uniplan Investment Counsel’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	$4.95M	Buy	41,587 +16,754	+67%	+$1.86M	0.46%	61
2026 Q1	$2.67M	Sell	24,833 -1,569	-6%	-$168K	0.27%	87
2025 Q4	$2.69M	Buy	26,402 +10,390	+65%	+$1.05M	0.27%	100
2025 Q3	$1.63M	Buy	+16,012	New	+$1.58M	0.16%	124
2023 Q1	–	Sell	-98,219	Closed	-$4.25M	–	119
2022 Q4	$4.25M	Buy	98,219 +159	+0.2%	+$6.75K	0.3%	74
2022 Q3	$3.68M	Buy	98,060 +39,350	+67%	+$1.46M	0.28%	71
2022 Q2	$1.96M	Buy	+58,710	New	+$2.07M	0.14%	110
2021 Q2	–	Sell	-96,540	Closed	-$2.2M	–	140
2021 Q1	$2.2M	Buy	+96,540	New	+$2.22M	0.14%	114

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

Uniplan Investment Counsel's ESQ Position: Q2 2026 in Review

Uniplan Investment Counsel increased its Esquire Financial Holdings (ESQ) stake by 67% in Q2 2026, buying an estimated $1.86M and bringing the position to 41,587 shares worth $4.95M. The position accounts for 0.46% of the portfolio, ranked #61.

Uniplan Investment Counsel first reported a position in ESQ in Q1 2021 and has held it in 8 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

Uniplan Investment Counsel held 41,587 shares of Esquire Financial Holdings worth $4.95M as of Q2 2026.
Uniplan Investment Counsel bought 16,754 Esquire Financial Holdings shares in Q2 2026, an estimated $1.86M.
Esquire Financial Holdings made up 0.46% of Uniplan Investment Counsel's portfolio in Q2 2026, its #61 holding.
Uniplan Investment Counsel first reported a position in Esquire Financial Holdings in Q1 2021 and has held it in 8 quarters since.
165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Uniplan Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.