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Esquire Financial Holdings I (ESQ)

CUSIP: 29667J101 | NYSE | Financial Services · Banks - Regional | Small Cap | 334 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Copeland Capital Management, LLC289,313
0.8% of portfolio›$33.7M
Wasatch Advisors LP222,418
0.2% of portfolio›$25.9M
Dimensional Fund Advisors LP220,423
0.0% of portfolio›$25.7M
Granite Investment Partners, LLC88,917
0.6% of portfolio›$10.3M
Pembroke Management, LTD38,006
0.5% of portfolio›$4.4M
Rosenthal | Henry Capital Advisors, Inc.31,187
3.3% of portfolio›$3.6M
Bank of New York Mellon Corp30,924
0.0% of portfolio›$3.6M
Cox Capital Mgt LLC27,100
1.8% of portfolio›$3.2M
Romano Brothers and Company16,026
0.2% of portfolio›$1.9M
Citigroup Inc14,480
0.0% of portfolio›$1.7M
Creative Planning9,346
0.0% of portfolio›$1.1M
Bahl & Gaynor LLC8,600
0.0% of portfolio›$1.0M
Vise Technologies, Inc.6,120
0.0% of portfolio›$712.2K
Cambridge Investment Research Advisors, Inc.5,883
0.0% of portfolio›$685.0K
Compass Financial Management LLC4,674
0.1% of portfolio›$543.9K
Landaas & Co3,739
0.1% of portfolio›$435.1K
Meridian Wealth Management, LLC3,000
0.0% of portfolio›$349.1K
HUB Investment Partners, LLC2,927
0.0% of portfolio›$340.6K
Avantax Planning Partners, Inc.2,671
0.0% of portfolio›$310.8K
Simplicity Wealth,LLC2,661
0.0% of portfolio›$309.7K
Fifth Third Wealth Advisors LLC2,517
0.0% of portfolio›$292.9K
Next Level Private LLC2,500
0.1% of portfolio›$290.9K
Anchyra Partners LLC2,422
0.1% of portfolio›$281.8K
CenterBook Partners LP2,330
0.0% of portfolio›$271.1K
Axxcess Wealth Management, LLC2,210
0.0% of portfolio›$257.2K
Arizona State Retirement System2,006
0.0% of portfolio›$233.4K
VestGen Advisors, LLC1,917
0.0% of portfolio›$223.1K
SkyOak Wealth, LLC1,795
0.0% of portfolio›$208.9K
Fifth Third Bancorp1,619
0.0% of portfolio›$188.4K
State of Alaska, Department of Revenue1,606
0.0% of portfolio›$186.0K
Farther Finance Advisors, LLC1,015
0.0% of portfolio›$118.1K
Parallel Advisors, LLC1,002
0.0% of portfolio›$116.6K
Fortitude Family Office, LLC800
0.0% of portfolio›$93.1K
Versant Capital Management, Inc362
0.0% of portfolio›$42.1K
Piscataqua Savings Bank350
0.0% of portfolio›$40.7K
Provenance Wealth Advisors, LLC251
0.0% of portfolio›$29.2K
Sterling Capital Management LLC250
0.0% of portfolio›$29.1K
Caitong International Asset Management Co., Ltd229
0.0% of portfolio›$26.6K
EverSource Wealth Advisors, LLC185
0.0% of portfolio›$21.5K
Nisa Investment Advisors, LLC174
0.0% of portfolio›$20.2K
CoreCap Advisors, LLC141
0.0% of portfolio›$16.4K
SBI Securities Co., Ltd.104
0.0% of portfolio›$12.1K
Gamma Investing LLC94
0.0% of portfolio›$10.9K
US Bancorp \de\91
0.0% of portfolio›$10.6K
First Horizon Corp78
0.0% of portfolio›$9.1K
Parkside Financial Bank & Trust66
0.0% of portfolio›$7.7K
WPG Advisers, LLC50
0.0% of portfolio›$5.8K
Retirement Wealth Solutions LLC32
0.0% of portfolio›$3.7K
Assetmark, Inc32
0.0% of portfolio›$3.7K
MassMutual Private Wealth & Trust, FSB29
0.0% of portfolio›$3.4K
Signaturefd, LLC26
0.0% of portfolio›$3.0K
Pension & Wealth Management Advisors, Inc.24
0.0% of portfolio›$2.8K
Larson Financial Group LLC22
0.0% of portfolio›$2.6K
Silver Grove Financial Group, Inc.21
0.0% of portfolio›$2.4K
Covestor Ltd10
0.0% of portfolio›$1
Hughes Financial Services, LLC5
0.0% of portfolio›$639
StyleTurnoverLocationFiled
Copeland Capital Management, LLC
289,313$33.7M0.8%ValueMediumConshohocken, PA2026-10-13
Wasatch Advisors LP
222,418$25.9M0.2%GARPMediumSalt Lake City, UT2026-10-13
Dimensional Fund Advisors LP
220,423$25.7M0.0%IndexLowAustin, TX2026-11-04
Granite Investment Partners, LLC
88,917$10.3M0.6%CoreMediumEl Segundo, CA2026-11-04
Pembroke Management, LTD
38,006$4.4M0.5%GARPMediumMontreal, Austria2026-10-21
Rosenthal | Henry Capital Advisors, Inc.
31,187$3.6M3.3%Deep ValueLowMishawaka, IN2026-10-27
Bank of New York Mellon Corp
30,924$3.6M0.0%CoreLowNew York, NY2026-11-05
Cox Capital Mgt LLC
27,100$3.2M1.8%GrowthMediumAndover, MA2026-10-07
Romano Brothers and Company
16,026$1.9M0.2%CoreLowEvanston, IL2026-10-22
Citigroup Inc
14,480$1.7M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
9,346$1.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Bahl & Gaynor LLC
8,600$1.0M0.0%CoreLowCincinnati, OH2026-11-05
Vise Technologies, Inc.
6,120$712.2K0.0%IndexLowNew York, NY2026-10-29
Cambridge Investment Research Advisors, Inc.
5,883$685.0K0.0%ETFLowFairfield, IA2026-11-02
Compass Financial Management LLC
4,674$543.9K0.1%CoreN/ATampa, FL2026-10-30
Landaas & Co
3,739$435.1K0.1%ETFVery LowMilwaukee, WI2026-10-29
Meridian Wealth Management, LLC
3,000$349.1K0.0%GrowthLowLexington, KY2026-11-05
HUB Investment Partners, LLC
2,927$340.6K0.0%GrowthLowAustin, TX2026-11-03
Avantax Planning Partners, Inc.
2,671$310.8K0.0%ETFLowDubuque, IA2026-11-03
Simplicity Wealth,LLC
2,661$309.7K0.0%ETFLowSummit, NJ2026-10-23
Fifth Third Wealth Advisors LLC
2,517$292.9K0.0%IndexVery LowCincinnati, OH2026-10-22
Next Level Private LLC
2,500$290.9K0.1%CoreVery LowHarrison, NY2026-10-20
Anchyra Partners LLC
2,422$281.8K0.1%CoreLowAtlanta, GA2026-10-13
CenterBook Partners LP
2,330$271.1K0.0%ValueVery HighGreenwich, CT2026-11-02
Axxcess Wealth Management, LLC
2,210$257.2K0.0%CoreLowCarlsbad, CA2026-10-21
Arizona State Retirement System
2,006$233.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
VestGen Advisors, LLC
1,917$223.1K0.0%GrowthMediumChicago, IL2026-10-27
SkyOak Wealth, LLC
1,795$208.9K0.0%ETFLowSouthfield, MI2026-10-28
Fifth Third Bancorp
1,619$188.4K0.0%IndexVery LowCincinnati, OH2026-11-05
State of Alaska, Department of Revenue
1,606$186.0K0.0%CoreVery LowJuneau, AK2026-10-15
Farther Finance Advisors, LLC
1,015$118.1K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
1,002$116.6K0.0%IndexLowSan Francisco, CA2026-11-03
Fortitude Family Office, LLC
800$93.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Versant Capital Management, Inc
362$42.1K0.0%GARPLowPhoenix, AZ2026-10-02
Piscataqua Savings Bank
350$40.7K0.0%CoreVery LowPortsmouth, NH2026-10-21
Provenance Wealth Advisors, LLC
251$29.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Sterling Capital Management LLC
250$29.1K0.0%GARPMediumCharlotte, NC2026-10-22
Caitong International Asset Management Co., Ltd
229$26.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
EverSource Wealth Advisors, LLC
185$21.5K0.0%CoreMediumBirmingham, AL2026-11-04
Nisa Investment Advisors, LLC
174$20.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
CoreCap Advisors, LLC
141$16.4K0.0%ETFMediumSouthfield, MI2026-10-08
SBI Securities Co., Ltd.
104$12.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Gamma Investing LLC
94$10.9K0.0%IndexVery LowFoster City, CA2026-10-08
US Bancorp \de\
91$10.6K0.0%IndexLowMinneapolis, MN2026-11-05
First Horizon Corp
78$9.1K0.0%CoreLowMemphis, TN2026-10-26
Parkside Financial Bank & Trust
66$7.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
WPG Advisers, LLC
50$5.8K0.0%CoreLowBaltimore, MD2026-10-27
Retirement Wealth Solutions LLC
32$3.7K0.0%ETFLowMarshfield, WI2026-10-07
Assetmark, Inc
32$3.7K0.0%ETFLowConcord, CA2026-10-21
MassMutual Private Wealth & Trust, FSB
29$3.4K0.0%CoreLowSpringfield, MA2026-10-05
Signaturefd, LLC
26$3.0K0.0%IndexLowAtlanta, GA2026-10-23
Pension & Wealth Management Advisors, Inc.
24$2.8K0.0%ETFLowWaltham, MA2026-10-16
Larson Financial Group LLC
22$2.6K0.0%GrowthLowSt Louis, MO2026-11-05
Silver Grove Financial Group, Inc.
21$2.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Covestor Ltd
10$10.0%ValueHighLondon, United Kingdom2026-10-30
Hughes Financial Services, LLC
5$6390.0%ETFLowHerndon, VA2026-10-30