Corient Private Wealth
FISK

Corient Private Wealth’s Empire State Realty OP LP Series 250 FISK Stock Holding History

Corient Private Wealth’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 		– Sell
-21,874
Closed -$96.7K – 3113
2026
Q1 		$96.7K Hold
21,874
– – ﹤0.01% 2698
2025
Q4 		$133K Hold
21,874
– – ﹤0.01% 2501
2025
Q3 		$147K Hold
21,874
– – ﹤0.01% 2399
2025
Q2 		$162K Hold
21,874
– – ﹤0.01% 2271
2025
Q1 		$166K Hold
21,874
– – ﹤0.01% 2107
2024
Q4 		$198K Hold
21,874
– – ﹤0.01% 2123
2024
Q3 		$240K Hold
21,874
– – ﹤0.01% 2128
2024
Q2 		$175K Hold
21,874
– – ﹤0.01% 2142
2024
Q1 		$198K Hold
21,874
– – ﹤0.01% 2106
2023
Q4 		$214K Hold
21,874
– – ﹤0.01% 2039
2023
Q3 		$157K Buy
+21,874
New +$181K ﹤0.01% 1963
2023
Q2 		– Sell
-21,874
Closed -$136K – 2105
2023
Q1 		$136K Buy
+21,874
New +$158K ﹤0.01% 1849

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
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

Corient Private Wealth's FISK Position: Q2 2026 in Review

Corient Private Wealth sold out of Empire State Realty OP LP Series 250 (FISK) in Q2 2026, closing a stake of 21,874 shares — an estimated $96.7K sold.

Corient Private Wealth first reported a position in FISK in Q1 2023 and held it in 12 quarters. The position peaked at $240K in Q3 2024. 8 funds tracked by Wall St. Rank hold FISK as of Q2 2026.

  • Corient Private Wealth reported no remaining Empire State Realty OP LP Series 250 position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 21,874 Empire State Realty OP LP Series 250 shares in Q2 2026, an estimated $96.7K.
  • Corient Private Wealth first reported a position in Empire State Realty OP LP Series 250 in Q1 2023 and held it in 12 quarters.
  • Corient Private Wealth's Empire State Realty OP LP Series 250 position peaked at $240K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held Empire State Realty OP LP Series 250 as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.