Osaic Holdings’s ESSA Bancorp ESSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-35,000
Closed -$679K 7921
2025
Q2
$679K Buy
35,000
+34,947
+65,938% +$646K ﹤0.01% 2858
2025
Q1
$999 Hold
53
﹤0.01% 6816
2024
Q4
$1.03K Sell
53
-4,900
-99% -$96.1K ﹤0.01% 6836
2024
Q3
$95.2K Sell
4,953
-100
-2% -$1.83K ﹤0.01% 4259
2024
Q2
$88.9K Hold
5,053
﹤0.01% 4237
2024
Q1
$92.1K Sell
5,053
-52
-1% -$959 ﹤0.01% 4309
2023
Q4
$102K Sell
5,105
-74
-1% -$1.24K ﹤0.01% 4431
2023
Q3
$77.7K Buy
5,179
+126
+2% +$2K ﹤0.01% 4695
2023
Q2
$75.5K Hold
5,053
﹤0.01% 4662
2023
Q1
$79.4K Buy
5,053
+1,974
+64% +$37.9K ﹤0.01% 4622
2022
Q4
$65K Buy
3,079
+2,964
+2,577% +$60.3K ﹤0.01% 4743
2022
Q3
$2K Sell
115
-10
-8% -$188 ﹤0.01% 6761
2022
Q2
$2K Buy
125
+10
+9% +$167 ﹤0.01% 6871
2022
Q1
$2K Hold
115
﹤0.01% 6869
2021
Q4
$2K Sell
115
-2
-2% -$34 ﹤0.01% 6997
2021
Q3
$2K Sell
117
-106
-48% -$1.75K ﹤0.01% 6843
2021
Q2
$4K Sell
223
-35
-14% -$556 ﹤0.01% 6471
2021
Q1
$4K Hold
258
﹤0.01% 6254
2020
Q4
$4K Buy
258
+59
+30% +$847 ﹤0.01% 5837
2020
Q3
$3K Sell
199
-303
-60% -$3.95K ﹤0.01% 5717
2020
Q2
$7K Sell
502
-67
-12% -$864 ﹤0.01% 5322
2020
Q1
$8K Buy
+569
New +$9.13K ﹤0.01% 5123

Other funds holding ESSA

Osaic Holdings's ESSA Position: Q3 2025 in Review

Osaic Holdings sold out of ESSA Bancorp (ESSA) in Q3 2025, closing a stake of 35,000 shares — an estimated $679K sold.

Osaic Holdings first reported a position in ESSA in Q1 2020 and held it in 22 quarters. The position peaked at $679K in Q2 2025. 1 fund tracked by Wall St. Rank holds ESSA as of Q3 2025.

  • Osaic Holdings reported no remaining ESSA Bancorp position as of Q3 2025 after selling out during the quarter.
  • Osaic Holdings sold 35,000 ESSA Bancorp shares in Q3 2025, an estimated $679K.
  • Osaic Holdings first reported a position in ESSA Bancorp in Q1 2020 and held it in 22 quarters.
  • Osaic Holdings's ESSA Bancorp position peaked at $679K in Q2 2025.
  • 1 fund tracked by Wall St. Rank held ESSA Bancorp as of Q3 2025.

Based on Osaic Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.