LPL Financial
ESBA icon

LPL Financial’s Empire State Realty Series ES ESBA Stock Holding History

LPL Financial’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
Q2 		$57.8K Buy
10,412
+27
+0.3% +$144 ﹤0.01% 6010
2026
Q1 		$52.3K Buy
10,385
+29
+0.3% +$171 ﹤0.01% 5780
2025
Q4 		$65.2K Buy
10,356
+22
+0.2% +$154 ﹤0.01% 5672
2025
Q3 		$76.9K Buy
10,334
+20
+0.2% +$149 ﹤0.01% 5563
2025
Q2 		$81.2K Buy
10,314
+76
+0.7% +$571 ﹤0.01% 5302
2025
Q1 		$79.4K Hold
10,238
– – ﹤0.01% 5084
2024
Q4 		$104K Buy
10,238
+30
+0.3% +$320 ﹤0.01% 4987
2024
Q3 		$108K Buy
10,208
+26
+0.3% +$267 ﹤0.01% 4883
2024
Q2 		$92.8K Buy
+10,182
New +$93.3K ﹤0.01% 4756
2020
Q3 		– Sell
-13,117
Closed -$96K – 3575
2020
Q2 		$96K Hold
13,117
– – ﹤0.01% 3293
2020
Q1 		$117K Sell
13,117
-2,031
-13% -$24.8K ﹤0.01% 2965
2019
Q4 		$211K Sell
15,148
-2,500
-14% -$35K ﹤0.01% 3061
2019
Q3 		$251K Sell
17,648
-1,400
-7% -$19.7K ﹤0.01% 2826
2019
Q2 		$282K Hold
19,048
– – ﹤0.01% 2744
2019
Q1 		$304K Hold
19,048
– – ﹤0.01% 2623
2018
Q4 		$270K Sell
19,048
-1,500
-7% -$23.4K ﹤0.01% 2550
2018
Q3 		$343K Hold
20,548
– – ﹤0.01% 2562
2018
Q2 		$351K Sell
20,548
-3,226
-14% -$54.3K ﹤0.01% 2502
2018
Q1 		$399K Hold
23,774
– – ﹤0.01% 2352
2017
Q4 		$492K Hold
23,774
– – ﹤0.01% 2081
2017
Q3 		$486K Hold
23,774
– – ﹤0.01% 1966
2017
Q2 		$494K Hold
23,774
– – ﹤0.01% 1889
2017
Q1 		$491K Buy
+23,774
New +$487K ﹤0.01% 1818
2016
Q2 		– Sell
-12,904
Closed -$226K – 2723
2016
Q1 		$226K Hold
12,904
– – ﹤0.01% 2712
2015
Q4 		$228K Buy
+12,904
New +$230K ﹤0.01% 2729

Other funds holding ESBA

MA
Montag & Associates Atlanta, Georgia $2.37B AUM 28.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial's ESBA Position: Q2 2026 in Review

LPL Financial increased its Empire State Realty Series ES (ESBA) stake by 0.26% in Q2 2026, buying an estimated $144 and bringing the position to 10,412 shares worth $57.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6010.

LPL Financial first reported a position in ESBA in Q4 2015 and has held it in 25 quarters since. The position peaked at $494K in Q2 2017. 37 funds tracked by Wall St. Rank hold ESBA as of Q2 2026.

  • LPL Financial held 10,412 shares of Empire State Realty Series ES worth $57.8K as of Q2 2026.
  • LPL Financial bought 27 Empire State Realty Series ES shares in Q2 2026, an estimated $144.
  • Empire State Realty Series ES made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #6010 holding.
  • LPL Financial first reported a position in Empire State Realty Series ES in Q4 2015 and has held it in 25 quarters since.
  • LPL Financial's Empire State Realty Series ES position peaked at $494K in Q2 2017.
  • 37 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.