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Esquire Financial Holdings shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Esquire Financial Holdings (ESQ) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Esquire Financial Holdings

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All positions including Esquire Financial Holdings held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Esquire Financial Holdings by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6k 35 102.00
2025-06-30 $10k 107 94.66
2025-03-31 $905 12 75.42
2024-12-31 $636 8 79.50

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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