Kestra Advisory Services’s Empire State Realty OP LP Series 250 FISK Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-7,707	Closed	-$46.8K	–	3551
2025 Q4	$46.8K	Buy	+7,707	New	+$53.6K	﹤0.01%	3987

Other funds holding FISK

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kestra Advisory Services's FISK Position: Q1 2026 in Review

Kestra Advisory Services sold out of Empire State Realty OP LP Series 250 (FISK) in Q1 2026, closing a stake of 7,707 shares — an estimated $46.8K sold.

Kestra Advisory Services first reported a position in FISK in Q4 2025 and held it in 1 quarter. The position peaked at $46.8K in Q4 2025. 8 funds tracked by Wall St. Rank hold FISK as of Q1 2026.

Kestra Advisory Services reported no remaining Empire State Realty OP LP Series 250 position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 7,707 Empire State Realty OP LP Series 250 shares in Q1 2026, an estimated $46.8K.
Kestra Advisory Services first reported a position in Empire State Realty OP LP Series 250 in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Empire State Realty OP LP Series 250 position peaked at $46.8K in Q4 2025.
8 funds tracked by Wall St. Rank held Empire State Realty OP LP Series 250 as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.