Raymond James Financial
ESSA

Raymond James Financial’s ESSA Bancorp ESSA Stock Holding History

Raymond James Financial’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
-2,200
Closed -$42.7K – 5526
2025
Q2 		$42.7K Buy
+2,200
New +$40.7K ﹤0.01% 5251

Other funds holding ESSA

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

Raymond James Financial's ESSA Position: Q3 2025 in Review

Raymond James Financial sold out of ESSA Bancorp (ESSA) in Q3 2025, closing a stake of 2,200 shares — an estimated $42.7K sold.

Raymond James Financial first reported a position in ESSA in Q2 2025 and held it in 1 quarter. The position peaked at $42.7K in Q2 2025. 1 fund tracked by Wall St. Rank holds ESSA as of Q3 2025.

  • Raymond James Financial reported no remaining ESSA Bancorp position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 2,200 ESSA Bancorp shares in Q3 2025, an estimated $42.7K.
  • Raymond James Financial first reported a position in ESSA Bancorp in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's ESSA Bancorp position peaked at $42.7K in Q2 2025.
  • 1 fund tracked by Wall St. Rank held ESSA Bancorp as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.