Envestnet Asset Management
ESSA

Envestnet Asset Management’s ESSA Bancorp ESSA Stock Holding History

Envestnet Asset Management’s Portfolio ESSA Stock Details ESSA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
2025
Q2 		$388K Hold
2025
Q1 		$377K Hold
2024
Q4 		$390K Sell
2024
Q3 		$481K Hold
2024
Q2 		$440K Hold
2024
Q1 		$456K Sell
2023
Q4 		$601K Buy