Cerity Partners’s Empire State Realty Series ES ESBA Stock Holding History

Cerity Partners’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	$163K	Hold	29,433	–	–	﹤0.01%	3108
2026 Q1	$148K	Hold	29,433	–	–	﹤0.01%	2954
2025 Q4	$185K	Sell	29,433 -75	-0.3%	-$524	﹤0.01%	2652
2025 Q3	$220K	Hold	29,508	–	–	﹤0.01%	2455
2025 Q2	$232K	Hold	29,508	–	–	﹤0.01%	2277
2025 Q1	$229K	Hold	29,508	–	–	﹤0.01%	2151
2024 Q4	$300K	Hold	29,508	–	–	﹤0.01%	2032
2024 Q3	$312K	Hold	29,508	–	–	﹤0.01%	2027
2024 Q2	$269K	Buy	+29,508	New	+$270K	﹤0.01%	1882

Other funds holding ESBA

Montag & Associates Atlanta, Georgia $2.37B AUM 28.86% 1-Year Est. Return

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 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

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

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

Cerity Partners's ESBA Position: Q2 2026 in Review

Cerity Partners held its Empire State Realty Series ES (ESBA) position steady in Q2 2026 at 29,433 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #3108.

Cerity Partners first reported a position in ESBA in Q2 2024 and has held it in 9 quarters since. The position peaked at $312K in Q3 2024. 37 funds tracked by Wall St. Rank hold ESBA as of Q2 2026.

Cerity Partners held 29,433 shares of Empire State Realty Series ES worth $163K as of Q2 2026.
Cerity Partners left its Empire State Realty Series ES share count unchanged in Q2 2026.
Empire State Realty Series ES made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3108 holding.
Cerity Partners first reported a position in Empire State Realty Series ES in Q2 2024 and has held it in 9 quarters since.
Cerity Partners's Empire State Realty Series ES position peaked at $312K in Q3 2024.
37 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.