Prestige Wealth Management Group’s Empire State Realty Series ES ESBA Stock Holding History

Prestige Wealth Management Group’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	$6.23K	Hold	1,123	–	–	﹤0.01%	532
2026 Q1	$5.66K	Hold	1,123	–	–	﹤0.01%	532
2025 Q4	$7.08K	Hold	1,123	–	–	﹤0.01%	505
2025 Q3	$8.36K	Hold	1,123	–	–	﹤0.01%	485
2025 Q2	$8.84K	Hold	1,123	–	–	﹤0.01%	457
2025 Q1	$8.71K	Hold	1,123	–	–	﹤0.01%	462
2024 Q4	$11.4K	Hold	1,123	–	–	﹤0.01%	441
2024 Q3	$11.9K	Hold	1,123	–	–	﹤0.01%	420
2024 Q2	$10.2K	Hold	1,123	–	–	﹤0.01%	402
2024 Q1	$11.2K	Hold	1,123	–	–	﹤0.01%	422
2023 Q4	$10.6K	Hold	1,123	–	–	﹤0.01%	439
2023 Q3	$8.98K	Hold	1,123	–	–	﹤0.01%	458
2023 Q2	$8.26K	Hold	1,123	–	–	﹤0.01%	496
2023 Q1	$7.28K	Hold	1,123	–	–	﹤0.01%	504
2022 Q4	$7.33K	Hold	1,123	–	–	﹤0.01%	533
2022 Q3	$7K	Hold	1,123	–	–	﹤0.01%	482
2022 Q2	$8K	Hold	1,123	–	–	﹤0.01%	473
2022 Q1	$11K	Hold	1,123	–	–	﹤0.01%	442
2021 Q4	$10K	Hold	1,123	–	–	﹤0.01%	481
2021 Q3	$11K	Buy	+1,123	New	+$12.1K	﹤0.01%	469
2021 Q2	–	Sell	-1,123	Closed	-$12K	–	983
2021 Q1	$12K	Hold	1,123	–	–	﹤0.01%	440
2020 Q4	$10K	Hold	1,123	–	–	﹤0.01%	459
2020 Q3	$7K	Hold	1,123	–	–	﹤0.01%	491
2020 Q2	$8K	Hold	1,123	–	–	﹤0.01%	453
2020 Q1	$10K	Hold	1,123	–	–	﹤0.01%	381
2019 Q4	$16K	Hold	1,123	–	–	0.01%	309
2019 Q3	$16K	Buy	+1,123	New	+$15.8K	0.01%	299
2019 Q2	–	Hold	0	–	–	–	289
2019 Q1	–	Sell	-1,123	Closed	-$17.2K	–	292
2018 Q4	$16K	Buy	+1,123	New	+$17.5K	0.01%	352

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Prestige Wealth Management Group's ESBA Position: Q2 2026 in Review

Prestige Wealth Management Group held its Empire State Realty Series ES (ESBA) position steady in Q2 2026 at 1,123 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Prestige Wealth Management Group first reported a position in ESBA in Q4 2018 and has held it in 28 quarters since. The position peaked at $16K in Q4 2019. 37 funds tracked by Wall St. Rank hold ESBA as of Q2 2026.

Prestige Wealth Management Group held 1,123 shares of Empire State Realty Series ES worth $6.23K as of Q2 2026.
Prestige Wealth Management Group left its Empire State Realty Series ES share count unchanged in Q2 2026.
Empire State Realty Series ES made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #532 holding.
Prestige Wealth Management Group first reported a position in Empire State Realty Series ES in Q4 2018 and has held it in 28 quarters since.
Prestige Wealth Management Group's Empire State Realty Series ES position peaked at $16K in Q4 2019.
37 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.