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 Q1	$364K	Buy	+72,272	New	+$426K	0.02%	487

Other funds holding ESBA

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VRM

Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Verdence Capital Advisors's ESBA Position: Q1 2026 in Review

Verdence Capital Advisors opened a new position in Empire State Realty Series ES (ESBA) in Q1 2026: 72,272 shares worth $364K. The stake represents 0.02% of the portfolio and ranks #487 among its holdings.

38 funds tracked by Wall St. Rank hold ESBA as of Q1 2026.

Verdence Capital Advisors held 72,272 shares of Empire State Realty Series ES worth $364K as of Q1 2026.
Empire State Realty Series ES was a new Verdence Capital Advisors position in Q1 2026.
Empire State Realty Series ES made up 0.02% of Verdence Capital Advisors's portfolio in Q1 2026, its #487 holding.
38 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.