Atlantic Private Wealth’s Empire State Realty Series ES ESBA Stock Holding History

Atlantic Private Wealth’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 Q3	$20K	Buy	+5,000	New	+$23.7K	0.01%	169

Other funds holding ESBA

Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Vectors Research Management New York $362M AUM 21.88% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Atlantic Private Wealth's ESBA Position: Q3 2026 in Review

Atlantic Private Wealth opened a new position in Empire State Realty Series ES (ESBA) in Q3 2026: 5,000 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #169 among its holdings.

24 funds tracked by Wall St. Rank hold ESBA as of Q3 2026.

Atlantic Private Wealth held 5,000 shares of Empire State Realty Series ES worth $20K as of Q3 2026.
Empire State Realty Series ES was a new Atlantic Private Wealth position in Q3 2026.
Empire State Realty Series ES made up 0.01% of Atlantic Private Wealth's portfolio in Q3 2026, its #169 holding.
24 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.