Jones Financial Companies
ESRT icon

Jones Financial Companies’s Empire State Realty Trust ESRT Stock Holding History

Jones Financial Companies’s Portfolio ESRT Stock Details ESRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.48K Buy
461
+60
+15% +$326 ﹤0.01% 4374
2026
Q1 		$1.99K Sell
401
-44
-10% -$264 ﹤0.01% 4155
2025
Q4 		$2.9K Buy
445
+4
+0.9% +$29 ﹤0.01% 3708
2025
Q3 		$3.37K Buy
441
+250
+131% +$1.91K ﹤0.01% 3516
2025
Q2 		$1.54K Buy
+191
New +$1.46K ﹤0.01% 3546

Other funds holding ESRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Jones Financial Companies's ESRT Position: Q2 2026 in Review

Jones Financial Companies increased its Empire State Realty Trust (ESRT) stake by 15% in Q2 2026, buying an estimated $326 and bringing the position to 461 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #4374.

Jones Financial Companies first reported a position in ESRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.37K in Q3 2025. 228 funds tracked by Wall St. Rank hold ESRT as of Q2 2026.

  • Jones Financial Companies held 461 shares of Empire State Realty Trust worth $2.48K as of Q2 2026.
  • Jones Financial Companies bought 60 Empire State Realty Trust shares in Q2 2026, an estimated $326.
  • Empire State Realty Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4374 holding.
  • Jones Financial Companies first reported a position in Empire State Realty Trust in Q2 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's Empire State Realty Trust position peaked at $3.37K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.