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Brighton Jones LLC’s Empire State Realty Series ES ESBA Stock Holding History

Brighton Jones LLC’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
2025
Q4 		– Sell
-15,311
Closed -$114K – 328
2025
Q3 		$114K Hold
15,311
– – ﹤0.01% 987
2025
Q2 		$121K Hold
15,311
– – ﹤0.01% 886
2025
Q1 		$119K Hold
15,311
– – ﹤0.01% 675
2024
Q4 		$156K Buy
+15,311
New +$163K ﹤0.01% 652

Other funds holding ESBA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Brighton Jones LLC's ESBA Position: Q4 2025 in Review

Brighton Jones LLC sold out of Empire State Realty Series ES (ESBA) in Q4 2025, closing a stake of 15,311 shares — an estimated $114K sold.

Brighton Jones LLC first reported a position in ESBA in Q4 2024 and held it in 4 quarters. The position peaked at $156K in Q4 2024. 39 funds tracked by Wall St. Rank hold ESBA as of Q4 2025.

  • Brighton Jones LLC reported no remaining Empire State Realty Series ES position as of Q4 2025 after selling out during the quarter.
  • Brighton Jones LLC sold 15,311 Empire State Realty Series ES shares in Q4 2025, an estimated $114K.
  • Brighton Jones LLC first reported a position in Empire State Realty Series ES in Q4 2024 and held it in 4 quarters.
  • Brighton Jones LLC's Empire State Realty Series ES position peaked at $156K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q4 2025.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.