Copeland Capital Management, LLC
Position in ESQ — Esquire Financial Holdings, Inc.
CIK 1541743
Conshohocken, PA
Position in ESQ
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$35,320,283
+$2,570,731 QoQ
Shares Held
296,535
-2.7% QoQ
Ownership
2.45%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#7
of 163 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in ESQ Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Copeland Capital Management, LLC holds $185,237,930 across 15 Banks - Regional names. ESQ ranks #3 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOMB |
Home Bancshares Inc
|
2,445,709 | $69,824,990 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
1,475,006 | $63,978,385 | |
| 3 | ESQ |
Esquire Financial Holdings, Inc.
This page
|
296,535 | $35,320,283 | |
| 4 | BPOP |
Popular, Inc.
|
92,536 | $15,192,559 | |
| 5 | EWBC |
East West Bancorp Inc
|
1,641 | $211,836 | |
| 6 | PB |
Prosperity Bancshares Inc
|
2,026 | $147,958 | |
| 7 | PFBC |
Preferred Bank
|
869 | $92,339 | |
| 8 | PCB |
Pcb Bancorp
|
3,149 | $89,337 |
All Filings in ESQ
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,320,283 | 296,535 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $32,749,552 | 304,647 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $27,104,688 | 265,550 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $24,291,335 | 238,022 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $23,178,542 | 244,861 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $45,906 | 609 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $61,215 | 770 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $63,514 | 974 | Shares | Sole | 2024-10-21 | |
| 2024-03-31 | $31,282 | 659 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $32,523 | 651 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $29,744 | 651 | Shares | Sole | 2023-10-23 | |
| No filing history on record for this holder in this stock. | ||||||