TD Capital Management’s Empire State Realty Series ES ESBA Stock Holding History

TD Capital 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	$76.1K	Buy	13,709 +91	+0.7%	+$487	0.01%	201
2026 Q1	$68.6K	Buy	13,618 +93	+0.7%	+$548	0.01%	207
2025 Q4	$85.2K	Buy	13,525 +73	+0.5%	+$510	0.01%	188
2025 Q3	$100K	Buy	13,452 +61	+0.5%	+$455	0.01%	167
2025 Q2	$105K	Buy	13,391 +56	+0.4%	+$421	0.01%	162
2025 Q1	$103K	Buy	13,335 +59	+0.4%	+$525	0.01%	153
2024 Q4	$135K	Buy	13,276 +46	+0.3%	+$490	0.01%	136
2024 Q3	$140K	Buy	13,230 +41	+0.3%	+$421	0.01%	129
2024 Q2	$120K	Buy	13,189 +51	+0.4%	+$467	0.01%	134
2024 Q1	$131K	Buy	13,138 +46	+0.4%	+$448	0.01%	127
2023 Q4	$123K	Buy	13,092 +45	+0.3%	+$382	0.01%	124
2023 Q3	$104K	Buy	13,047 +58	+0.4%	+$474	0.01%	125
2023 Q2	$95.5K	Buy	12,989 +62	+0.5%	+$376	0.01%	134
2023 Q1	$83.8K	Buy	12,927 +72	+0.6%	+$507	0.01%	137
2022 Q4	$83.9K	Buy	12,855 +66	+0.5%	+$458	0.01%	131
2022 Q3	$82K	Buy	12,789 +66	+0.5%	+$487	0.01%	129
2022 Q2	$90K	Buy	12,723 +63	+0.5%	+$502	0.01%	84
2022 Q1	$124K	Buy	12,660 +44	+0.3%	+$413	0.01%	92
2021 Q4	$112K	Buy	12,616 +49	+0.4%	+$477	0.01%	119
2021 Q3	$126K	Buy	12,567 +43	+0.3%	+$462	0.02%	104
2021 Q2	$151K	Buy	+12,524	New	+$147K	0.02%	87

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

TD Capital Management's ESBA Position: Q2 2026 in Review

TD Capital Management increased its Empire State Realty Series ES (ESBA) stake by 0.67% in Q2 2026, buying an estimated $487 and bringing the position to 13,709 shares worth $76.1K. The position accounts for 0.01% of the portfolio, ranked #201.

TD Capital Management first reported a position in ESBA in Q2 2021 and has held it in 21 quarters since. The position peaked at $151K in Q2 2021. 37 funds tracked by Wall St. Rank hold ESBA as of Q2 2026.

TD Capital Management held 13,709 shares of Empire State Realty Series ES worth $76.1K as of Q2 2026.
TD Capital Management bought 91 Empire State Realty Series ES shares in Q2 2026, an estimated $487.
Empire State Realty Series ES made up 0.01% of TD Capital Management's portfolio in Q2 2026, its #201 holding.
TD Capital Management first reported a position in Empire State Realty Series ES in Q2 2021 and has held it in 21 quarters since.
TD Capital Management's Empire State Realty Series ES position peaked at $151K in Q2 2021.
37 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.