Mercer Global Advisors
ESSA

Mercer Global Advisors’s ESSA Bancorp ESSA Stock Holding History

Mercer Global 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
-20,130
Closed -$391K – 2673
2025
Q2 		$391K Buy
20,130
+123
+0.6% +$2.27K ﹤0.01% 1697
2025
Q1 		$377K Buy
20,007
+7
+0% +$142 ﹤0.01% 1635
2024
Q4 		$390K Sell
20,000
-5,000
-20% -$98.1K ﹤0.01% 1591
2024
Q3 		$464K Hold
25,000
– – ﹤0.01% 1373
2024
Q2 		$440K Hold
25,000
– – ﹤0.01% 1371
2024
Q1 		$456K Sell
25,000
-5,000
-17% -$92.2K ﹤0.01% 1328
2023
Q4 		$601K Hold
30,000
– – ﹤0.01% 1215
2023
Q3 		$450K Sell
30,000
-30,000
-50% -$477K ﹤0.01% 1306
2023
Q2 		$897K Buy
+60,000
New +$905K ﹤0.01% 978

Other funds holding ESSA

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

Mercer Global Advisors's ESSA Position: Q3 2025 in Review

Mercer Global Advisors sold out of ESSA Bancorp (ESSA) in Q3 2025, closing a stake of 20,130 shares — an estimated $391K sold.

Mercer Global Advisors first reported a position in ESSA in Q2 2023 and held it in 9 quarters. The position peaked at $897K in Q2 2023. 1 fund tracked by Wall St. Rank holds ESSA as of Q3 2025.

  • Mercer Global Advisors reported no remaining ESSA Bancorp position as of Q3 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 20,130 ESSA Bancorp shares in Q3 2025, an estimated $391K.
  • Mercer Global Advisors first reported a position in ESSA Bancorp in Q2 2023 and held it in 9 quarters.
  • Mercer Global Advisors's ESSA Bancorp position peaked at $897K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held ESSA Bancorp as of Q3 2025.

Based on Mercer Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.