Janney Montgomery Scott
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Janney Montgomery Scott’s Empire State Realty Series ES ESBA Stock Holding History

Janney Montgomery Scott’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
Q1 		– Sell
-13,472
Closed -$85K – 2835
2025
Q4 		$85K Hold
13,472
– – ﹤0.01% 2875
2025
Q3 		$100K Sell
13,472
-100
-0.7% -$745 ﹤0.01% 2808
2025
Q2 		$107K Hold
13,572
– – ﹤0.01% 2644
2025
Q1 		$105K Hold
13,572
– – ﹤0.01% 2610
2024
Q4 		$138K Buy
+13,572
New +$145K ﹤0.01% 2601

Other funds holding ESBA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.72B AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Janney Montgomery Scott's ESBA Position: Q1 2026 in Review

Janney Montgomery Scott sold out of Empire State Realty Series ES (ESBA) in Q1 2026, closing a stake of 13,472 shares — an estimated $85K sold.

Janney Montgomery Scott first reported a position in ESBA in Q4 2024 and held it in 5 quarters. The position peaked at $138K in Q4 2024. 38 funds tracked by Wall St. Rank hold ESBA as of Q1 2026.

  • Janney Montgomery Scott reported no remaining Empire State Realty Series ES position as of Q1 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 13,472 Empire State Realty Series ES shares in Q1 2026, an estimated $85K.
  • Janney Montgomery Scott first reported a position in Empire State Realty Series ES in Q4 2024 and held it in 5 quarters.
  • Janney Montgomery Scott's Empire State Realty Series ES position peaked at $138K in Q4 2024.
  • 38 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.