EF
ESSA

Empowered Funds’s ESSA Bancorp ESSA Stock Holding History

Empowered Funds’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
-49,495
Closed -$960K – 1862
2025
Q2 		$960K Sell
49,495
-845
-2% -$15.6K 0.01% 1090
2025
Q1 		$949K Buy
50,340
+1,832
+4% +$37.1K 0.01% 1018
2024
Q4 		$946K Buy
48,508
+900
+2% +$17.7K 0.01% 989
2024
Q3 		$915K Buy
47,608
+2,412
+5% +$44.2K 0.01% 920
2024
Q2 		$795K Buy
45,196
+3,240
+8% +$54.9K 0.01% 926
2024
Q1 		$765K Buy
41,956
+3,150
+8% +$58.1K 0.01% 973
2023
Q4 		$777K Buy
38,806
+3,456
+10% +$57.8K 0.02% 864
2023
Q3 		$531K Buy
35,350
+2,844
+9% +$45.3K 0.02% 904
2023
Q2 		$486K Buy
+32,506
New +$490K 0.02% 830

Other funds holding ESSA

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

Empowered Funds's ESSA Position: Q3 2025 in Review

Empowered Funds sold out of ESSA Bancorp (ESSA) in Q3 2025, closing a stake of 49,495 shares — an estimated $960K sold.

Empowered Funds first reported a position in ESSA in Q2 2023 and held it in 9 quarters. The position peaked at $960K in Q2 2025. 1 fund tracked by Wall St. Rank holds ESSA as of Q3 2025.

  • Empowered Funds reported no remaining ESSA Bancorp position as of Q3 2025 after selling out during the quarter.
  • Empowered Funds sold 49,495 ESSA Bancorp shares in Q3 2025, an estimated $960K.
  • Empowered Funds first reported a position in ESSA Bancorp in Q2 2023 and held it in 9 quarters.
  • Empowered Funds's ESSA Bancorp position peaked at $960K in Q2 2025.
  • 1 fund tracked by Wall St. Rank held ESSA Bancorp as of Q3 2025.

Based on Empowered Funds's 13F filing for Q3 2025, filed 13 Nov 2025.