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Allworth Financial’s Empire State Realty Series ES ESBA Stock Holding History

Allworth Financial’s Portfolio ESBA Stock Details ESBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,000
Closed -$5.04K – 5232
2026
Q1 		$5.04K Hold
1,000
– – ﹤0.01% 3955
2025
Q4 		$6.3K Buy
+1,000
New +$6.99K ﹤0.01% 3570

Other funds holding ESBA

MA
Montag & Associates Atlanta, Georgia $2.37B AUM 28.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Allworth Financial's ESBA Position: Q2 2026 in Review

Allworth Financial sold out of Empire State Realty Series ES (ESBA) in Q2 2026, closing a stake of 1,000 shares — an estimated $5.04K sold.

Allworth Financial first reported a position in ESBA in Q4 2025 and held it in 2 quarters. The position peaked at $6.3K in Q4 2025. 37 funds tracked by Wall St. Rank hold ESBA as of Q2 2026.

  • Allworth Financial reported no remaining Empire State Realty Series ES position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 1,000 Empire State Realty Series ES shares in Q2 2026, an estimated $5.04K.
  • Allworth Financial first reported a position in Empire State Realty Series ES in Q4 2025 and held it in 2 quarters.
  • Allworth Financial's Empire State Realty Series ES position peaked at $6.3K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.