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Esquire Financial Holdings shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Esquire Financial Holdings

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

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Quarterly reported holdings in Esquire Financial Holdings by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $560k 5.5k 102.06
2025-06-30 $443k 4.7k 94.66
2025-03-31 $229k 3.0k 75.39
2024-12-31 $237k 3.0k 79.51

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
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Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

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