Allworth Financial’s ESSA Bancorp ESSA Stock Holding History

Allworth Financial’s Portfolio ESSA Stock Details ESSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9	Closed	-$175	–	4950
2025 Q2	$175	Buy	+9	New	+$166	﹤0.01%	4338

Other funds holding ESSA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's ESSA Position: Q3 2025 in Review

Allworth Financial sold out of ESSA Bancorp (ESSA) in Q3 2025, closing a stake of 9 shares — an estimated $175 sold.

Allworth Financial first reported a position in ESSA in Q2 2025 and held it in 1 quarter. The position peaked at $175 in Q2 2025. 1 fund tracked by Wall St. Rank holds ESSA as of Q3 2025.

Allworth Financial reported no remaining ESSA Bancorp position as of Q3 2025 after selling out during the quarter.
Allworth Financial sold 9 ESSA Bancorp shares in Q3 2025, an estimated $175.
Allworth Financial first reported a position in ESSA Bancorp in Q2 2025 and held it in 1 quarter.
Allworth Financial's ESSA Bancorp position peaked at $175 in Q2 2025.
1 fund tracked by Wall St. Rank held ESSA Bancorp as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.