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Verdence Capital Advisors’s Empire State Realty Series ES ESBA Stock Holding History

Verdence Capital 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 		$401K Hold
72,272
– – 0.02% 484
2026
Q1 		$364K Buy
+72,272
New +$426K 0.02% 487

Other funds holding ESBA

MA
Montag & Associates Atlanta, Georgia $2.37B AUM 28.86% 1-Year Est. Return
Susquehanna International Group
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
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
Commonwealth Equity Services
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Verdence Capital Advisors's ESBA Position: Q2 2026 in Review

Verdence Capital Advisors held its Empire State Realty Series ES (ESBA) position steady in Q2 2026 at 72,272 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #484.

Verdence Capital Advisors first reported a position in ESBA in Q1 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold ESBA as of Q2 2026.

  • Verdence Capital Advisors held 72,272 shares of Empire State Realty Series ES worth $401K as of Q2 2026.
  • Verdence Capital Advisors left its Empire State Realty Series ES share count unchanged in Q2 2026.
  • Empire State Realty Series ES made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #484 holding.
  • Verdence Capital Advisors first reported a position in Empire State Realty Series ES in Q1 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.