Wescott Financial Advisory Group’s Empire State Realty Series ES ESBA Stock Holding History

Wescott Financial Advisory 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 Q3	$65.6K	Hold	16,408	–	–	﹤0.01%	200
2026 Q2	$91.1K	Hold	16,408	–	–	0.01%	198
2026 Q1	$82.7K	Hold	16,408	–	–	0.01%	193
2025 Q4	$103K	Hold	16,408	–	–	0.01%	184
2025 Q3	$122K	Hold	16,408	–	–	0.01%	175
2025 Q2	$129K	Hold	16,408	–	–	0.01%	171
2025 Q1	$127K	Hold	16,408	–	–	0.01%	170
2024 Q4	$167K	Hold	16,408	–	–	0.02%	173
2024 Q3	$174K	Hold	16,408	–	–	0.02%	169
2024 Q2	$150K	Hold	16,408	–	–	0.02%	162
2024 Q1	$164K	Hold	16,408	–	–	0.02%	156
2023 Q4	$154K	Hold	16,408	–	–	0.02%	160
2023 Q3	$131K	Hold	16,408	–	–	0.02%	154
2023 Q2	$121K	Hold	16,408	–	–	0.02%	155
2023 Q1	$106K	Hold	16,408	–	–	0.02%	153
2022 Q4	$107K	Hold	16,408	–	–	0.02%	152
2022 Q3	$105K	Hold	16,408	–	–	0.03%	133
2022 Q2	$116K	Hold	16,408	–	–	0.03%	127
2022 Q1	$161K	Hold	16,408	–	–	0.04%	123
2021 Q4	$146K	Hold	16,408	–	–	0.08%	70
2021 Q3	$165K	Hold	16,408	–	–	0.09%	68
2021 Q2	$193K	Hold	16,408	–	–	0.11%	62
2021 Q1	$182K	Hold	16,408	–	–	0.12%	60
2020 Q4	$150K	Buy	+16,408	New	+$128K	0.11%	56

Other funds holding ESBA

Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Vectors Research Management New York $362M AUM 21.88% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Wescott Financial Advisory Group's ESBA Position: Q3 2026 in Review

Wescott Financial Advisory Group held its Empire State Realty Series ES (ESBA) position steady in Q3 2026 at 16,408 shares worth $65.6K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Wescott Financial Advisory Group first reported a position in ESBA in Q4 2020 and has held it in 24 quarters since. The position peaked at $193K in Q2 2021. 22 funds tracked by Wall St. Rank hold ESBA as of Q3 2026.

Wescott Financial Advisory Group held 16,408 shares of Empire State Realty Series ES worth $65.6K as of Q3 2026.
Wescott Financial Advisory Group left its Empire State Realty Series ES share count unchanged in Q3 2026.
Empire State Realty Series ES made up ﹤0.01% of Wescott Financial Advisory Group's portfolio in Q3 2026, its #200 holding.
Wescott Financial Advisory Group first reported a position in Empire State Realty Series ES in Q4 2020 and has held it in 24 quarters since.
Wescott Financial Advisory Group's Empire State Realty Series ES position peaked at $193K in Q2 2021.
22 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q3 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.