CWM
FISK

Congress Wealth Management’s Empire State Realty OP LP Series 250 FISK Stock Holding History

Congress Wealth Management’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
2025
Q2 		$163K Hold
22,000
– – ﹤0.01% 1150
2025
Q1 		$165K Buy
22,000
+7,626
+53% +$67.3K ﹤0.01% 1040
2024
Q4 		$130K Buy
+14,374
New +$155K ﹤0.01% 867

Other funds holding FISK

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $681M AUM 18.36% 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

Congress Wealth Management's FISK Position: Q2 2025 in Review

Congress Wealth Management held its Empire State Realty OP LP Series 250 (FISK) position steady in Q2 2025 at 22,000 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Congress Wealth Management first reported a position in FISK in Q4 2024 and has held it in 3 quarters since. The position peaked at $165K in Q1 2025. 7 funds tracked by Wall St. Rank hold FISK as of Q2 2025.

  • Congress Wealth Management held 22,000 shares of Empire State Realty OP LP Series 250 worth $163K as of Q2 2025.
  • Congress Wealth Management left its Empire State Realty OP LP Series 250 share count unchanged in Q2 2025.
  • Empire State Realty OP LP Series 250 made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1150 holding.
  • Congress Wealth Management first reported a position in Empire State Realty OP LP Series 250 in Q4 2024 and has held it in 3 quarters since.
  • Congress Wealth Management's Empire State Realty OP LP Series 250 position peaked at $165K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Empire State Realty OP LP Series 250 as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.