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Esquire Financial Holdings shares owned by Personal Cfo Solutions

Quarter-by-quarter ownership of Esquire Financial Holdings (ESQ) shares owned by Personal Cfo Solutions from 13F filings

Historical chart of Personal Cfo Solutions investment in Esquire Financial Holdings

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All positions including Esquire Financial Holdings held by Personal Cfo Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Esquire Financial Holdings by Personal Cfo Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $230k 2.1k 107.48

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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