Northwestern Mutual Wealth Management’s Empire State Realty Series ES ESBA Stock Holding History

Northwestern Mutual Wealth Management’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	$194K	Hold	35,000	–	–	﹤0.01%	2019
2026 Q1	$176K	Hold	35,000	–	–	﹤0.01%	1962
2025 Q4	$221K	Hold	35,000	–	–	﹤0.01%	1826
2025 Q3	$260K	Hold	35,000	–	–	﹤0.01%	1689
2025 Q2	$275K	Hold	35,000	–	–	﹤0.01%	1605
2025 Q1	$272K	Hold	35,000	–	–	﹤0.01%	1543
2024 Q4	$356K	Hold	35,000	–	–	﹤0.01%	1436
2024 Q3	$370K	Hold	35,000	–	–	﹤0.01%	1411
2024 Q2	$319K	Hold	35,000	–	–	﹤0.01%	1403
2024 Q1	$349K	Hold	35,000	–	–	﹤0.01%	1349
2023 Q4	$329K	Hold	35,000	–	–	﹤0.01%	1341
2023 Q3	$280K	Hold	35,000	–	–	﹤0.01%	1346
2023 Q2	$257K	Hold	35,000	–	–	﹤0.01%	1375
2023 Q1	$227K	Hold	35,000	–	–	﹤0.01%	1393
2022 Q4	$229K	Hold	35,000	–	–	﹤0.01%	1378
2022 Q3	$224K	Hold	35,000	–	–	﹤0.01%	1360
2022 Q2	$249K	Hold	35,000	–	–	﹤0.01%	1321
2022 Q1	$342K	Hold	35,000	–	–	﹤0.01%	1229
2021 Q4	$310K	Hold	35,000	–	–	﹤0.01%	1270
2021 Q3	$352K	Hold	35,000	–	–	﹤0.01%	1125
2021 Q2	$422K	Buy	+35,000	New	+$410K	﹤0.01%	1044

Other funds holding ESBA

Montag & Associates Atlanta, Georgia $2.37B AUM 28.86% 1-Year Est. Return

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 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 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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Northwestern Mutual Wealth Management's ESBA Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its Empire State Realty Series ES (ESBA) position steady in Q2 2026 at 35,000 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

Northwestern Mutual Wealth Management first reported a position in ESBA in Q2 2021 and has held it in 21 quarters since. The position peaked at $422K in Q2 2021. 37 funds tracked by Wall St. Rank hold ESBA as of Q2 2026.

Northwestern Mutual Wealth Management held 35,000 shares of Empire State Realty Series ES worth $194K as of Q2 2026.
Northwestern Mutual Wealth Management left its Empire State Realty Series ES share count unchanged in Q2 2026.
Empire State Realty Series ES made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2019 holding.
Northwestern Mutual Wealth Management first reported a position in Empire State Realty Series ES in Q2 2021 and has held it in 21 quarters since.
Northwestern Mutual Wealth Management's Empire State Realty Series ES position peaked at $422K in Q2 2021.
37 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.