SFA
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Sequoia Financial Advisors’s Empire State Realty Series ES ESBA Stock Holding History

Sequoia Financial Advisors’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 		$452K Sell
81,409
-3,500
-4% -$18.7K ﹤0.01% 1402
2026
Q1 		$428K Hold
84,909
– – ﹤0.01% 1361
2025
Q4 		$535K Buy
+84,909
New +$593K ﹤0.01% 1249

Other funds holding ESBA

SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sequoia Financial Advisors's ESBA Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Empire State Realty Series ES (ESBA) stake by 4.1% in Q2 2026, selling an estimated $18.7K and leaving 81,409 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Sequoia Financial Advisors first reported a position in ESBA in Q4 2025 and has held it in 3 quarters since. The position peaked at $535K in Q4 2025. 5 funds tracked by Wall St. Rank hold ESBA as of Q2 2026.

  • Sequoia Financial Advisors held 81,409 shares of Empire State Realty Series ES worth $452K as of Q2 2026.
  • Sequoia Financial Advisors sold 3,500 Empire State Realty Series ES shares in Q2 2026, an estimated $18.7K.
  • Empire State Realty Series ES made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1402 holding.
  • Sequoia Financial Advisors first reported a position in Empire State Realty Series ES in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Empire State Realty Series ES position peaked at $535K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.