Envestnet Asset Management’s ESSA Bancorp ESSA Stock Holding History

Envestnet Asset Management’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	-20,000	Closed	-$388K	–	4553
2025 Q2	$388K	Hold	20,000	–	–	﹤0.01%	3883
2025 Q1	$377K	Hold	20,000	–	–	﹤0.01%	3794
2024 Q4	$390K	Sell	20,000 -5,000	-20%	-$98.1K	﹤0.01%	3734
2024 Q3	$481K	Hold	25,000	–	–	﹤0.01%	3555
2024 Q2	$440K	Hold	25,000	–	–	﹤0.01%	3528
2024 Q1	$456K	Sell	25,000 -5,000	-17%	-$92.2K	﹤0.01%	3502
2023 Q4	$601K	Buy	+30,000	New	+$502K	﹤0.01%	3236

Other funds holding ESSA

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

Envestnet Asset Management's ESSA Position: Q3 2025 in Review

Envestnet Asset Management sold out of ESSA Bancorp (ESSA) in Q3 2025, closing a stake of 20,000 shares — an estimated $388K sold.

Envestnet Asset Management first reported a position in ESSA in Q4 2023 and held it in 7 quarters. The position peaked at $601K in Q4 2023. 1 fund tracked by Wall St. Rank holds ESSA as of Q3 2025.

Envestnet Asset Management reported no remaining ESSA Bancorp position as of Q3 2025 after selling out during the quarter.
Envestnet Asset Management sold 20,000 ESSA Bancorp shares in Q3 2025, an estimated $388K.
Envestnet Asset Management first reported a position in ESSA Bancorp in Q4 2023 and held it in 7 quarters.
Envestnet Asset Management's ESSA Bancorp position peaked at $601K in Q4 2023.
1 fund tracked by Wall St. Rank held ESSA Bancorp as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.