EWA
ESSA

EverSource Wealth Advisors’s ESSA Bancorp ESSA Stock Holding History

EverSource Wealth Advisors’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
-8
Closed -$155 – 4372
2025
Q2 		$155 Buy
8
+7
+700% +$129 ﹤0.01% 4080
2025
Q1 		$19 Buy
+1
New +$20 ﹤0.01% 3968

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EverSource Wealth Advisors's ESSA Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of ESSA Bancorp (ESSA) in Q3 2025, closing a stake of 8 shares — an estimated $155 sold.

EverSource Wealth Advisors first reported a position in ESSA in Q1 2025 and held it in 2 quarters. The position peaked at $155 in Q2 2025. 1 fund tracked by Wall St. Rank holds ESSA as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining ESSA Bancorp position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 8 ESSA Bancorp shares in Q3 2025, an estimated $155.
  • EverSource Wealth Advisors first reported a position in ESSA Bancorp in Q1 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's ESSA Bancorp position peaked at $155 in Q2 2025.
  • 1 fund tracked by Wall St. Rank held ESSA Bancorp as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.