MA
FISK

Montag & Associates’s Empire State Realty OP LP Series 250 FISK Stock Holding History

Montag & Associates’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 		$54.9K Buy
+10,938
New +$58.5K ﹤0.01% 581

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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

Montag & Associates's FISK Position: Q2 2026 in Review

Montag & Associates opened a new position in Empire State Realty OP LP Series 250 (FISK) in Q2 2026: 10,938 shares worth $54.9K. The stake represents ﹤0.01% of the portfolio and ranks #581 among its holdings.

9 funds tracked by Wall St. Rank hold FISK as of Q2 2026.

  • Montag & Associates held 10,938 shares of Empire State Realty OP LP Series 250 worth $54.9K as of Q2 2026.
  • Empire State Realty OP LP Series 250 was a new Montag & Associates position in Q2 2026.
  • Empire State Realty OP LP Series 250 made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #581 holding.
  • 9 funds tracked by Wall St. Rank held Empire State Realty OP LP Series 250 as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.