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Esquire Financial Holdings shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Esquire Financial Holdings (ESQ) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Esquire Financial Holdings

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All positions including Esquire Financial Holdings held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Esquire Financial Holdings by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.9k 96 92.91

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental International Small Equity Etf Exchange Traded Fund (FNDC)
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Viatris Common Stock (VTRS)
Schwab Charles Corp Common Stock (SCHW)
Spdr S&p Midcap 400 Etf Trust Exchange Traded Fund (MDY)

View all positions for Cornerstone Planning Group

Top funds holding Esquire Financial Holdings

Mawer Investment Management
BlackRock
Vanguard Group
Daniel D. Thurber
State Street Corporation
Basswood Capital Management
Ampfield Management
American Century Companies
Copeland Capital Management
Geode Capital Management
Dimensional Fund Advisors
Jennifer Ranahan
Royce & Associates
Northern Trust
Gator Capital Management

View all funds holding Esquire Financial Holdings