Covestor’s ESSA Bancorp ESSA Stock Holding History

Covestor’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	-11	Closed	–	–	2406
2025 Q2	$0	Sell	11 -15	-58%	-$277	﹤0.01%	2346
2025 Q1	$1K	Sell	26 -49	-65%	-$992	﹤0.01%	1965
2024 Q4	$1K	Buy	75 +44	+142%	+$863	﹤0.01%	2027
2024 Q3	$1K	Buy	31 +9	+41%	+$165	﹤0.01%	1955
2024 Q2	$0	Sell	22 -10	-31%	-$170	﹤0.01%	2367
2024 Q1	$1K	Sell	32 -10	-24%	-$184	﹤0.01%	1961
2023 Q4	$1K	Sell	42 -18	-30%	-$301	﹤0.01%	1952
2023 Q3	$1K	Buy	+60	New	+$955	﹤0.01%	1915

Other funds holding ESSA

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

Covestor's ESSA Position: Q3 2025 in Review

Covestor sold out of ESSA Bancorp (ESSA) in Q3 2025, closing a stake of 11 shares.

Covestor first reported a position in ESSA in Q3 2023 and held it in 8 quarters. The position peaked at $1K in Q1 2025. 1 fund tracked by Wall St. Rank holds ESSA as of Q3 2025.

Covestor reported no remaining ESSA Bancorp position as of Q3 2025 after selling out during the quarter.
Covestor sold 11 ESSA Bancorp shares in Q3 2025.
Covestor first reported a position in ESSA Bancorp in Q3 2023 and held it in 8 quarters.
Covestor's ESSA Bancorp position peaked at $1K in Q1 2025.
1 fund tracked by Wall St. Rank held ESSA Bancorp as of Q3 2025.

Based on Covestor's 13F filing for Q3 2025, filed 30 Oct 2025.