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 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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Uniplan Investment Counsel's ESQ Position: Q1 2026 in Review

Uniplan Investment Counsel reduced its Esquire Financial Holdings (ESQ) stake by 5.9% in Q1 2026, selling an estimated $168K and leaving 24,833 shares worth $2.67M. The position accounts for 0.27% of the portfolio, ranked #87.

Uniplan Investment Counsel first reported a position in ESQ in Q1 2021 and has held it in 7 quarters since. The position peaked at $4.25M in Q4 2022. 165 funds tracked by Wall St. Rank hold ESQ as of Q1 2026.

Uniplan Investment Counsel held 24,833 shares of Esquire Financial Holdings worth $2.67M as of Q1 2026.
Uniplan Investment Counsel sold 1,569 Esquire Financial Holdings shares in Q1 2026, an estimated $168K.
Esquire Financial Holdings made up 0.27% of Uniplan Investment Counsel's portfolio in Q1 2026, its #87 holding.
Uniplan Investment Counsel first reported a position in Esquire Financial Holdings in Q1 2021 and has held it in 7 quarters since.
Uniplan Investment Counsel's Esquire Financial Holdings position peaked at $4.25M in Q4 2022.
165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q1 2026.

Based on Uniplan Investment Counsel's 13F filing for Q1 2026, filed 15 May 2026.