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Wasatch Advisors’s Esquire Financial Holdings ESQ Stock Holding History

Wasatch Advisors’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 		$34.8M Sell
292,242
-51,804
-15% -$5.74M 0.23% 101
2026
Q1 		$37M Sell
344,046
-16,534
-5% -$1.77M 0.25% 90
2025
Q4 		$36.8M Sell
360,580
-7,484
-2% -$759K 0.22% 95
2025
Q3 		$37.6M Buy
368,064
+1,878
+0.5% +$185K 0.2% 106
2025
Q2 		$34.7M Sell
366,186
-52,077
-12% -$4.5M 0.18% 105
2025
Q1 		$31.5M Sell
418,263
-44,338
-10% -$3.54M 0.18% 106
2024
Q4 		$36.8M Sell
462,601
-103,400
-18% -$7.42M 0.18% 106
2024
Q3 		$36.9M Buy
566,001
+4,426
+0.8% +$255K 0.18% 109
2024
Q2 		$26.7M Sell
561,575
-1,644
-0.3% -$77.2K 0.14% 117
2024
Q1 		$26.7M Sell
563,219
-22,518
-4% -$1.1M 0.14% 120
2023
Q4 		$29.3M Sell
585,737
-111,043
-16% -$5.22M 0.16% 111
2023
Q3 		$31.8M Sell
696,780
-17,001
-2% -$808K 0.2% 100
2023
Q2 		$32.6M Sell
713,781
-55,437
-7% -$2.27M 0.2% 92
2023
Q1 		$30.1M Sell
769,218
-22,119
-3% -$932K 0.19% 100
2022
Q4 		$34.2M Buy
791,337
+6,966
+0.9% +$296K 0.23% 96
2022
Q3 		$29.5M Buy
784,371
+152,367
+24% +$5.67M 0.2% 105
2022
Q2 		$21M Sell
632,004
-143,283
-18% -$5.04M 0.13% 130
2022
Q1 		$26.1M Sell
775,287
-3,825
-0.5% -$128K 0.13% 138
2021
Q4 		$24.6M Buy
779,112
+2,200
+0.3% +$71.1K 0.1% 159
2021
Q3 		$22.3M Buy
776,912
+3,533
+0.5% +$90.1K 0.09% 167
2021
Q2 		$18.3M Buy
773,379
+1,490
+0.2% +$35.3K 0.07% 187
2021
Q1 		$17.6M Buy
771,889
+10,045
+1% +$231K 0.08% 182
2020
Q4 		$14.6M Buy
761,844
+41,657
+6% +$746K 0.07% 166
2020
Q3 		$10.8M Buy
720,187
+6,604
+0.9% +$106K 0.07% 170
2020
Q2 		$12.1M Buy
713,583
+161,178
+29% +$2.55M 0.09% 150
2020
Q1 		$8.31M Sell
552,405
-58,334
-10% -$1.28M 0.09% 141
2019
Q4 		$15.9M Buy
610,739
+40,300
+7% +$985K 0.13% 122
2019
Q3 		$14.1M Buy
570,439
+25,077
+5% +$599K 0.13% 119
2019
Q2 		$13.7M Buy
545,362
+98,133
+22% +$2.31M 0.13% 121
2019
Q1 		$10.2M Buy
447,229
+105,542
+31% +$2.36M 0.11% 123
2018
Q4 		$7.42M Buy
341,687
+15,699
+5% +$372K 0.1% 127
2018
Q3 		$8.14M Sell
325,988
-632
-0.2% -$16.1K 0.09% 127
2018
Q2 		$8.62M Buy
326,620
+42,424
+15% +$1.06M 0.1% 131
2018
Q1 		$6.93M Buy
284,196
+79,904
+39% +$1.77M 0.09% 136
2017
Q4 		$4.04M Sell
204,292
-28,140
-12% -$494K 0.05% 165
2017
Q3 		$3.74M Buy
232,432
+32,432
+16% +$490K 0.05% 184
2017
Q2 		$3M Buy
+200,000
New +$3.01M 0.04% 204

Other funds holding ESQ

CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
PSB
Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return

Wasatch Advisors's ESQ Position: Q2 2026 in Review

Wasatch Advisors reduced its Esquire Financial Holdings (ESQ) stake by 15% in Q2 2026, selling an estimated $5.74M and leaving 292,242 shares worth $34.8M. The position accounts for 0.23% of the portfolio, ranked #101.

Wasatch Advisors first reported a position in ESQ in Q2 2017 and has held it in 37 quarters since. The position peaked at $37.6M in Q3 2025. 10 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Wasatch Advisors held 292,242 shares of Esquire Financial Holdings worth $34.8M as of Q2 2026.
  • Wasatch Advisors sold 51,804 Esquire Financial Holdings shares in Q2 2026, an estimated $5.74M.
  • Esquire Financial Holdings made up 0.23% of Wasatch Advisors's portfolio in Q2 2026, its #101 holding.
  • Wasatch Advisors first reported a position in Esquire Financial Holdings in Q2 2017 and has held it in 37 quarters since.
  • Wasatch Advisors's Esquire Financial Holdings position peaked at $37.6M in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.