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Esquire Financial Holdings shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Esquire Financial Holdings (ESQ) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Esquire Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Esquire Financial Holdings held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Esquire Financial Holdings by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $271k 2.9k 94.65

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

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