Simplicity Wealth »

Esquire Financial Holdings shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Esquire Financial Holdings

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Esquire Financial Holdings by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $310k 2.7k 116.38

More positions owned by Simplicity Wealth

American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Core Fi (AVIG)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avantis Us Larg (AVLC)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core Univrsl Usd (IUSB)
Amazon (AMZN)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)

View all positions for Simplicity Wealth

Top funds holding Esquire Financial Holdings

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

View all funds holding Esquire Financial Holdings