Fund moves

Esquire Financial Holdings (ESQ)Copeland Capital Management, LLC reduced its stake -8,112 shares

Copeland Capital Management, LLC reduced its stake in Esquire Financial Holdings, per its Q2 2026 13F.

297K
Shares reported · -8,112 vs prior quarter
0.73%
Disclosed portfolio weight
$35.3M
Reported value
Holdings as of
Jun 30, 2026
Filed
Aug 4, 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. Jul 23, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
  2. Aug 1, 2026Company filing · Form 8-K · Acquisition or sale, Executive changeCompleted buying or selling a business or assets, and changed a top executive or board member (and 1 more item)“In accordance with the terms of the Merger Agreement, as of the effective time of the Second Step Merger, the number of directors that comprise the full board of directors of Esquire was increased to ten (10), and Esquire appointed Michael G. O’Rourke, Co-Founder, President and Chief Executive Officer of Signature and Signature Bank, and Leonard S. Caronia, chairman of the board of directors of Signature and…”
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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