AAP
ESSA

Arax Advisory Partners’s ESSA Bancorp ESSA Stock Holding History

Arax Advisory Partners’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
Q1 		– Sell
-317
Closed -$6.18K – 2795
2024
Q4 		$6.18K Hold
317
– – ﹤0.01% 1669
2024
Q3 		$6.09K Hold
317
– – ﹤0.01% 1634
2024
Q2 		$5.58K Buy
+317
New +$5.38K ﹤0.01% 1547

Other funds holding ESSA

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arax Advisory Partners's ESSA Position: Q1 2025 in Review

Arax Advisory Partners sold out of ESSA Bancorp (ESSA) in Q1 2025, closing a stake of 317 shares — an estimated $6.18K sold.

Arax Advisory Partners first reported a position in ESSA in Q2 2024 and held it in 3 quarters. The position peaked at $6.18K in Q4 2024. 75 funds tracked by Wall St. Rank hold ESSA as of Q1 2025.

  • Arax Advisory Partners reported no remaining ESSA Bancorp position as of Q1 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 317 ESSA Bancorp shares in Q1 2025, an estimated $6.18K.
  • Arax Advisory Partners first reported a position in ESSA Bancorp in Q2 2024 and held it in 3 quarters.
  • Arax Advisory Partners's ESSA Bancorp position peaked at $6.18K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held ESSA Bancorp as of Q1 2025.

Based on Arax Advisory Partners's 13F filing for Q1 2025, filed 15 May 2025.