Signature Estate & Investment Advisors’s ESSA Bancorp ESSA Stock Holding History

Signature Estate & Investment 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	-14,929	Closed	-$290K	–	609
2025 Q2	$290K	Hold	14,929	–	–	0.01%	473
2025 Q1	$281K	Sell	14,929 -1,083	-7%	-$21.9K	0.01%	453
2024 Q4	$312K	Sell	16,012 -1,070	-6%	-$21K	0.01%	412
2024 Q3	$328K	Buy	17,082 +3	+0%	+$55	0.01%	384
2024 Q2	$300K	Buy	+17,079	New	+$290K	0.01%	388

Other funds holding ESSA

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

Signature Estate & Investment Advisors's ESSA Position: Q3 2025 in Review

Signature Estate & Investment Advisors sold out of ESSA Bancorp (ESSA) in Q3 2025, closing a stake of 14,929 shares — an estimated $290K sold.

Signature Estate & Investment Advisors first reported a position in ESSA in Q2 2024 and held it in 5 quarters. The position peaked at $328K in Q3 2024. 1 fund tracked by Wall St. Rank holds ESSA as of Q3 2025.

Signature Estate & Investment Advisors reported no remaining ESSA Bancorp position as of Q3 2025 after selling out during the quarter.
Signature Estate & Investment Advisors sold 14,929 ESSA Bancorp shares in Q3 2025, an estimated $290K.
Signature Estate & Investment Advisors first reported a position in ESSA Bancorp in Q2 2024 and held it in 5 quarters.
Signature Estate & Investment Advisors's ESSA Bancorp position peaked at $328K in Q3 2024.
1 fund tracked by Wall St. Rank held ESSA Bancorp as of Q3 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.