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Esquire Financial Holdings shares owned by Retirement Wealth Solutions

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

Historical chart of Retirement Wealth Solutions investment in Esquire Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Esquire Financial Holdings by Retirement Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.5k 44 102.09
2025-09-30 $4.5k 44 102.07
2025-06-30 $4.5k 48 94.67

More positions owned by Retirement Wealth Solutions

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Univrsl Usd (IUSB)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for Retirement Wealth Solutions

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