Fund moves

Esquire Financial Holdings (ESQ)Copeland Capital Management, LLC added to its stake +28K shares

Copeland Capital Management, LLC added to its stake in Esquire Financial Holdings, per its Q4 2025 13F.

266K
Shares reported · +28K vs prior quarter
0.61%
Disclosed portfolio weight
$27.1M
Reported value
Holdings as of
Dec 31, 2025
Filed
Jan 29, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

  1. Jan 22, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
  2. Jan 28, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On January 28, 2026, Mr. Joseph Melohn resigned from his director and committee positions at Esquire Financial Holdings, Inc. (the “Company”) and from all its affiliates in order to focus on his other professional and personal commitments, which resignation was effective on that date.”

What came next

  1. Mar 11, 2026Company filing · Form 8-K · Material agreement, Other newsSigned an important agreement, and reported other company news
  2. Mar 31, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On March 31, 2026, Mr. Selig Zises resigned from his director and committee positions at Esquire Financial Holdings, Inc. (the “Company”) and Esquire Bank, National Association (the “Bank”) in order to focus on his personal health and related disability, which resignation was effective on that date.”
  3. Apr 23, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
View the official recordSEC Form 13F-HR

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Esquire Financial Holdings

For Esquire Financial Holdings, OQRO holds 2 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its ESQ page.

How this filing works

Other disclosures at Esquire Financial Holdings

Everything OQRO holds on this company is on its ESQ page.

This is one filing. OQRO holds the rest

Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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