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Esquire Financial Holdings shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Esquire Financial Holdings (ESQ) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Esquire Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Esquire Financial Holdings held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Esquire Financial Holdings by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.5M 51k 107.50
2025-12-31 $4.3M 42k 102.07
2025-09-30 $3.8M 37k 102.05
2025-06-30 $2.4M 26k 94.66

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Envestnet Asset Management

Top funds holding Esquire Financial Holdings

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

View all funds holding Esquire Financial Holdings