BIA
FISK

Bell Investment Advisors’s Empire State Realty OP LP Series 250 FISK Stock Holding History

Bell Investment Advisors’s Portfolio FISK Stock Details FISK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.4K Hold
9,848
– – 0.01% 279
2026
Q1 		$43.5K Hold
9,848
– – 0.01% 273
2025
Q4 		$59.8K Hold
9,848
– – 0.01% 235
2025
Q3 		$66.3K Hold
9,848
– – 0.01% 207
2025
Q2 		$73.1K Hold
9,848
– – 0.01% 192
2025
Q1 		$74.9K Hold
9,848
– – 0.01% 173
2024
Q4 		$89K Hold
9,848
– – 0.02% 150
2024
Q3 		$108K Hold
9,848
– – 0.02% 143
2024
Q2 		$79K Hold
9,848
– – 0.02% 166
2024
Q1 		$88.9K Hold
9,848
– – 0.02% 146
2023
Q4 		$96.2K Hold
9,848
– – 0.02% 133
2023
Q3 		$70.8K Hold
9,848
– – 0.02% 146
2023
Q2 		$68.3K Hold
9,848
– – 0.02% 142
2023
Q1 		$61.2K Hold
9,848
– – 0.01% 146
2022
Q4 		$59.1K Hold
9,848
– – 0.01% 149
2022
Q3 		$57K Hold
9,848
– – 0.02% 121
2022
Q2 		$64K Buy
+9,848
New +$80.6K 0.02% 113
2021
Q4 		$76K Sell
9,848
-480
-5% -$4.66K 0.02% 122
2021
Q3 		$97K Buy
+10,328
New +$109K 0.03% 97

Other funds holding FISK

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.37B AUM 28.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bell Investment Advisors's FISK Position: Q2 2026 in Review

Bell Investment Advisors held its Empire State Realty OP LP Series 250 (FISK) position steady in Q2 2026 at 9,848 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #279.

Bell Investment Advisors first reported a position in FISK in Q3 2021 and has held it in 19 quarters since. The position peaked at $108K in Q3 2024. 8 funds tracked by Wall St. Rank hold FISK as of Q2 2026.

  • Bell Investment Advisors held 9,848 shares of Empire State Realty OP LP Series 250 worth $49.4K as of Q2 2026.
  • Bell Investment Advisors left its Empire State Realty OP LP Series 250 share count unchanged in Q2 2026.
  • Empire State Realty OP LP Series 250 made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #279 holding.
  • Bell Investment Advisors first reported a position in Empire State Realty OP LP Series 250 in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Empire State Realty OP LP Series 250 position peaked at $108K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held Empire State Realty OP LP Series 250 as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.