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Vise Technologies’s Esquire Financial Holdings ESQ Stock Holding History

Vise Technologies’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 		$682K Sell
5,724
-40
-0.7% -$4.43K 0.01% 988
2026
Q1 		$588K Hold
5,764
– – 0.01% 799
2025
Q4 		$588K Buy
+5,764
New +$584K 0.01% 804

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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

Vise Technologies's ESQ Position: Q2 2026 in Review

Vise Technologies reduced its Esquire Financial Holdings (ESQ) stake by 0.69% in Q2 2026, selling an estimated $4.43K and leaving 5,724 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #988.

Vise Technologies first reported a position in ESQ in Q4 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Vise Technologies held 5,724 shares of Esquire Financial Holdings worth $682K as of Q2 2026.
  • Vise Technologies sold 40 Esquire Financial Holdings shares in Q2 2026, an estimated $4.43K.
  • Esquire Financial Holdings made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #988 holding.
  • Vise Technologies first reported a position in Esquire Financial Holdings in Q4 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.