Versant Capital Management’s Esquire Financial Holdings ESQ Stock Holding History

Versant Capital 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
2026 Q2	$41.2K	Sell	346 -16	-4%	-$1.77K	﹤0.01%	1500
2026 Q1	$38.9K	Buy	362 +16	+5%	+$1.71K	﹤0.01%	1385
2025 Q4	$35.3K	Hold	346	–	–	﹤0.01%	1283
2025 Q3	$35.3K	Hold	346	–	–	﹤0.01%	1235
2025 Q2	$32.8K	Hold	346	–	–	0.01%	1222
2025 Q1	$26.1K	Buy	+346	New	+$27.6K	﹤0.01%	1195

Other funds holding ESQ

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return