Cetera Investment Advisers
Position in ESQ — Esquire Financial Holdings, Inc.
CIK 1666741
SCHAUMBURG, IL
Position in ESQ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,387,035
+$66,505 QoQ
Shares Held
11,645
-5.2% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 163 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESQ Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cetera Investment Advisers holds $417,166,791 across 130 Banks - Regional names. ESQ ranks #54 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
246,565 | $60,709,234 | |
| 2 | USB |
US Bancorp De
|
830,198 | $50,143,959 | |
| 3 | TFC |
Truist Financial Corp
|
787,177 | $39,217,158 | |
| 4 | FITB |
Fifth Third Bancorp
|
426,011 | $24,014,240 | |
| 5 | MTB |
M&T Bank Corp
|
85,035 | $20,239,180 | |
| 6 | RF |
Regions Financial Corp
|
505,213 | $15,257,432 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
832,618 | $14,762,317 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
163,364 | $11,446,915 |
All Filings in ESQ
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,387,035 | 11,645 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,320,530 | 12,284 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,198,301 | 11,740 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,400,500 | 13,723 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $972,158 | 10,270 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $759,378 | 10,074 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $717,090 | 9,020 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $605,866 | 9,291 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $443,917 | 9,326 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $422,672 | 8,904 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $502,597 | 10,060 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $465,535 | 10,189 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $457,857 | 10,010 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $391,000 | 10,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $428,187 | 9,898 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $380,619 | 11,430 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $384,162 | 11,430 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $360,045 | 11,430 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $327,583 | 11,430 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $270,891 | 11,430 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $260,718 | 11,430 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||