Bank of America
ESSA

Bank of America’s ESSA Bancorp ESSA Stock Holding History

Bank of America’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
-12,338
Closed -$239K – 8415
2025
Q2 		$239K Sell
12,338
-1,049
-8% -$19.4K ﹤0.01% 6100
2025
Q1 		$252K Buy
13,387
+1,269
+10% +$25.7K ﹤0.01% 6054
2024
Q4 		$236K Buy
12,118
+3,731
+44% +$73.2K ﹤0.01% 6035
2024
Q3 		$161K Buy
8,387
+2,092
+33% +$38.4K ﹤0.01% 6114
2024
Q2 		$111K Buy
6,295
+804
+15% +$13.6K ﹤0.01% 6207
2024
Q1 		$100K Sell
5,491
-10,871
-66% -$200K ﹤0.01% 6235
2023
Q4 		$328K Buy
16,362
+3,780
+30% +$63.2K ﹤0.01% 5780
2023
Q3 		$189K Buy
12,582
+3,659
+41% +$58.2K ﹤0.01% 5928
2023
Q2 		$133K Buy
8,923
+7,045
+375% +$106K ﹤0.01% 6079
2023
Q1 		$29.5K Buy
1,878
+1,869
+20,767% +$35.9K ﹤0.01% 6643
2022
Q4 		$188 Buy
9
+8
+800% +$163 ﹤0.01% 7556
2022
Q3 		$0 Sell
1
-2,099
-100% -$39.4K ﹤0.01% 7937
2022
Q2 		$35K Sell
2,100
-2,338
-53% -$39K ﹤0.01% 6980
2022
Q1 		$80K Sell
4,438
-1,300
-23% -$23.2K ﹤0.01% 6971
2021
Q4 		$99K Sell
5,738
-1,150
-17% -$19.3K ﹤0.01% 6885
2021
Q3 		$114K Sell
6,888
-1,559
-18% -$25.8K ﹤0.01% 6644
2021
Q2 		$138K Sell
8,447
-12,913
-60% -$205K ﹤0.01% 6320
2021
Q1 		$342K Buy
21,360
+6,007
+39% +$94.7K ﹤0.01% 5660
2020
Q4 		$230K Buy
15,353
+2,499
+19% +$35.9K ﹤0.01% 5514
2020
Q3 		$159K Sell
12,854
-1,077
-8% -$14K ﹤0.01% 5425
2020
Q2 		$194K Buy
13,931
+7,154
+106% +$92.3K ﹤0.01% 5267
2020
Q1 		$93K Sell
6,777
-3,359
-33% -$53.9K ﹤0.01% 5564
2019
Q4 		$171K Buy
10,136
+505
+5% +$8.42K ﹤0.01% 5720
2019
Q3 		$158K Buy
9,631
+1,380
+17% +$21.2K ﹤0.01% 5797
2019
Q2 		$126K Buy
8,251
+1,819
+28% +$28K ﹤0.01% 5881
2019
Q1 		$98K Sell
6,432
-4,465
-41% -$70.4K ﹤0.01% 5894
2018
Q4 		$170K Buy
10,897
+2,561
+31% +$41.2K ﹤0.01% 5622
2018
Q3 		$136K Buy
8,336
+5,277
+173% +$83.9K ﹤0.01% 5713
2018
Q2 		$48K Buy
3,059
+2,012
+192% +$30.5K ﹤0.01% 6163
2018
Q1 		$16K Sell
1,047
-553
-35% -$8.54K ﹤0.01% 6454
2017
Q4 		$25K Sell
1,600
-1,679
-51% -$26.5K ﹤0.01% 6346
2017
Q3 		$51K Sell
3,279
-1,065
-25% -$15.9K ﹤0.01% 5935
2017
Q2 		$64K Sell
4,344
-1,453
-25% -$21.6K ﹤0.01% 5780
2017
Q1 		$84K Sell
5,797
-386
-6% -$6.03K ﹤0.01% 5691
2016
Q4 		$98K Sell
6,183
-1,627
-21% -$24K ﹤0.01% 5635
2016
Q3 		$108K Sell
7,810
-68
-0.9% -$942 ﹤0.01% 5398
2016
Q2 		$106K Sell
7,878
-3,560
-31% -$48.1K ﹤0.01% 5501
2016
Q1 		$154K Sell
11,438
-9,215
-45% -$124K ﹤0.01% 5278
2015
Q4 		$282K Buy
20,653
+6,170
+43% +$81.8K ﹤0.01% 5161
2015
Q3 		$188K Buy
+14,483
New +$187K ﹤0.01% 5371
2014
Q4 		– Sell
-67
Closed -$1K – 7742
2014
Q3 		$1K Sell
67
-3,735
-98% -$42.5K ﹤0.01% 7875
2014
Q2 		$42K Buy
3,802
+3,794
+47,425% +$40.4K ﹤0.01% 6773
2014
Q1 		$0 Sell
8
-499
-98% -$5.61K ﹤0.01% 7866
2013
Q4 		$6K Buy
507
+43
+9% +$470 ﹤0.01% 7428
2013
Q3 		$5K Sell
464
-337
-42% -$3.7K ﹤0.01% 7387
2013
Q2 		$9K Buy
+801
New +$8.62K ﹤0.01% 7185

Other funds holding ESSA

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

Bank of America's ESSA Position: Q3 2025 in Review

Bank of America sold out of ESSA Bancorp (ESSA) in Q3 2025, closing a stake of 12,338 shares — an estimated $239K sold.

Bank of America first reported a position in ESSA in Q2 2013 and held it in 46 quarters. The position peaked at $342K in Q1 2021. 1 fund tracked by Wall St. Rank holds ESSA as of Q3 2025.

  • Bank of America reported no remaining ESSA Bancorp position as of Q3 2025 after selling out during the quarter.
  • Bank of America sold 12,338 ESSA Bancorp shares in Q3 2025, an estimated $239K.
  • Bank of America first reported a position in ESSA Bancorp in Q2 2013 and held it in 46 quarters.
  • Bank of America's ESSA Bancorp position peaked at $342K in Q1 2021.
  • 1 fund tracked by Wall St. Rank held ESSA Bancorp as of Q3 2025.

Based on Bank of America's 13F filing for Q3 2025, filed 14 Nov 2025.