Beese Fulmer Investment Management’s ESSA Bancorp ESSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-14,597
| Closed | -$283K | – | 290 |
|
|
2025
Q2 | $283K | Sell |
14,597
-800
| -5% | -$14.8K | 0.02% | 243 |
|
|
2025
Q1 | $290K | Hold |
15,397
| – | – | 0.03% | 202 |
|
|
2024
Q4 | $300K | Sell |
15,397
-1,700
| -10% | -$33.3K | 0.03% | 193 |
|
|
2024
Q3 | $329K | Hold |
17,097
| – | – | 0.03% | 184 |
|
|
2024
Q2 | $301K | Hold |
17,097
| – | – | 0.03% | 188 |
|
|
2024
Q1 | $312K | Sell |
17,097
-3,000
| -15% | -$55.3K | 0.03% | 183 |
|
|
2023
Q4 | $402K | Hold |
20,097
| – | – | 0.04% | 162 |
|
|
2023
Q3 | $302K | Hold |
20,097
| – | – | 0.03% | 177 |
|
|
2023
Q2 | $300K | Hold |
20,097
| – | – | 0.03% | 178 |
|
|
2023
Q1 | $316K | Hold |
20,097
| – | – | 0.04% | 181 |
|
|
2022
Q4 | $419K | Hold |
20,097
| – | – | 0.05% | 166 |
|
|
2022
Q3 | $390K | Hold |
20,097
| – | – | 0.05% | 157 |
|
|
2022
Q2 | $338K | Hold |
20,097
| – | – | 0.04% | 169 |
|
|
2022
Q1 | $361K | Hold |
20,097
| – | – | 0.04% | 172 |
|
|
2021
Q4 | $348K | Hold |
20,097
| – | – | 0.04% | 178 |
|
|
2021
Q3 | $334K | Hold |
20,097
| – | – | 0.04% | 181 |
|
|
2021
Q2 | $329K | Buy |
20,097
+1,700
| +9% | +$27K | 0.04% | 172 |
|
|
2021
Q1 | $294K | Hold |
18,397
| – | – | 0.04% | 178 |
|
|
2020
Q4 | $276K | Buy |
18,397
+800
| +5% | +$11.5K | 0.04% | 175 |
|
|
2020
Q3 | $217K | Hold |
17,597
| – | – | 0.03% | 178 |
|
|
2020
Q2 | $245K | Hold |
17,597
| – | – | 0.04% | 166 |
|
|
2020
Q1 | $240K | Hold |
17,597
| – | – | 0.04% | 155 |
|
|
2019
Q4 | $298K | Hold |
17,597
| – | – | 0.04% | 163 |
|
|
2019
Q3 | $289K | Hold |
17,597
| – | – | 0.04% | 166 |
|
|
2019
Q2 | $268K | Sell |
17,597
-3,800
| -18% | -$58.5K | 0.05% | 148 |
|
|
2019
Q1 | $330K | Hold |
21,397
| – | – | 0.07% | 128 |
|
|
2018
Q4 | $334K | Hold |
21,397
| – | – | 0.08% | 121 |
|
|
2018
Q3 | $348K | Hold |
21,397
| – | – | 0.07% | 125 |
|
|
2018
Q2 | $339K | Buy |
21,397
+6,000
| +39% | +$91K | 0.07% | 123 |
|
|
2018
Q1 | $226K | Hold |
15,397
| – | – | 0.05% | 160 |
|
|
2017
Q4 | $241K | Hold |
15,397
| – | – | 0.05% | 160 |
|
|
2017
Q3 | $242K | Hold |
15,397
| – | – | 0.06% | 155 |
|
|
2017
Q2 | $227K | Hold |
15,397
| – | – | 0.05% | 156 |
|
|
2017
Q1 | $224K | Hold |
15,397
| – | – | 0.05% | 158 |
|
|
2016
Q4 | $242K | Hold |
15,397
| – | – | 0.06% | 148 |
|
|
2016
Q3 | $213K | Buy |
15,397
+3,800
| +33% | +$52.6K | 0.06% | 157 |
|
|
2016
Q2 | $155K | Hold |
11,597
| – | – | 0.04% | 150 |
|
|
2016
Q1 | $157K | Hold |
11,597
| – | – | 0.05% | 149 |
|
|
2015
Q4 | $159K | Hold |
11,597
| – | – | 0.05% | 142 |
|
|
2015
Q3 | $150K | Hold |
11,597
| – | – | 0.05% | 140 |
|
|
2015
Q2 | $149K | Hold |
11,597
| – | – | 0.05% | 140 |
|
|
2015
Q1 | $149K | Hold |
11,597
| – | – | 0.05% | 133 |
|
|
2014
Q4 | $139K | Buy |
+11,597
| New | +$133K | 0.04% | 150 |
|
Other funds holding ESSA
Beese Fulmer Investment Management's ESSA Position: Q3 2025 in Review
Beese Fulmer Investment Management sold out of ESSA Bancorp (ESSA) in Q3 2025, closing a stake of 14,597 shares — an estimated $283K sold.
Beese Fulmer Investment Management first reported a position in ESSA in Q4 2014 and held it in 43 quarters. The position peaked at $419K in Q4 2022. 1 fund tracked by Wall St. Rank holds ESSA as of Q3 2025.
- Beese Fulmer Investment Management reported no remaining ESSA Bancorp position as of Q3 2025 after selling out during the quarter.
- Beese Fulmer Investment Management sold 14,597 ESSA Bancorp shares in Q3 2025, an estimated $283K.
- Beese Fulmer Investment Management first reported a position in ESSA Bancorp in Q4 2014 and held it in 43 quarters.
- Beese Fulmer Investment Management's ESSA Bancorp position peaked at $419K in Q4 2022.
- 1 fund tracked by Wall St. Rank held ESSA Bancorp as of Q3 2025.
Based on Beese Fulmer Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.