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ESQ

ESQ

Esquire Financial Holdings, Inc.• Banking

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
41
Partial Q3 2026
Total 13F value
$78.9M
Filed positions so far
New positions
14
This quarter
Sold positions
4
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Copeland Capital Management, Llc

$33.7M289.3K0.78%-2.4%

Wasatch Advisors Lp

$25.9M222.4K0.19%-23.9%

Pembroke Management, Ltd

$4.4M38.0K0.55%+56.0%

Rosenthal {-} Henry Capital Advisors, Inc.

$3.6M31.2K3.33%Unchanged

Cox Capital Mgt Llc

$3.2M27.1K1.77%+0.1%

Romano Brothers And Company

$1.9M16.0K0.19%New Position

Creative Planning

$1.1M9.3K0.00%+5.3%

Vise Technologies, Inc.

$712K6.1K0.01%+6.9%

Cambridge Investment Research Advisors, Inc.

$685K5.9K0.00%New Position

Compass Financial Management Llc

$544K4.7K0.06%New Position

Landaas & Co /Wi /Adv

$435K3.7K0.07%New Position

Simplicity Wealth,Llc

$310K2.7K0.01%New Position

Fifth Third Wealth Advisors Llc

$293K2.5K0.01%New Position

Next Level Private Llc

$291K2.5K0.06%Unchanged

Anchyra Partners Llc

$282K2.4K0.06%New Position

Centerbook Partners Lp

$271K2.3K0.01%+20.7%

Axxcess Wealth Management, Llc

$257K2.2K0.01%New Position

Vestgen Advisors, Llc

$223K1.9K0.01%New Position

Skyoak Wealth, Llc

$209K1.8K0.03%New Position

State Of Alaska, Department Of Revenue

$186K1.6K0.00%Unchanged

Farther Finance Advisors, Llc

$118K1.0K0.00%+1890.2%

Fortitude Family Office, Llc

$93K8000.02%New Position

Versant Capital Management, Inc

$42K3620.00%+4.6%

Piscataqua Savings Bank

$41K3500.03%-50.0%

Provenance Wealth Advisors, Llc

$29K2510.00%New Position

Sterling Capital Management Llc

$29K2500.00%+861.5%

Caitong International Asset Management Co., Ltd

$27K2290.00%-41.7%

Nisa Investment Advisors, Llc

$20K1740.00%Unchanged

Corecap Advisors, Llc

$16K1410.00%New Position

Sbi Securities Co., Ltd.

$12K1040.00%Unchanged

Gamma Investing Llc

$11K940.00%Unchanged

First Horizon Corp

$9K780.00%Unchanged

Parkside Financial Bank & Trust

$8K660.00%+43.5%

Wpg Advisers, Llc

$6K500.00%Unchanged

Assetmark, Inc

$4K320.00%Unchanged

Retirement Wealth Solutions Llc

$4K320.00%Unchanged

Massmutual Private Wealth & Trust, Fsb

$3K290.00%-51.7%

Signaturefd, Llc

$3K260.00%Unchanged

Pension & Wealth Management Advisors, Inc.

$3K240.00%New Position

Covestor Ltd

$1K100.00%+11.1%

Hughes Financial Services, Llc

$63950.00%+150.0%

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