Stifel Financial
ESSA

Stifel Financial’s ESSA Bancorp ESSA Stock Holding History

Stifel 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
-10,875
Closed -$211K – 3568
2025
Q2 		$211K Buy
10,875
+781
+8% +$14.4K ﹤0.01% 3236
2025
Q1 		$190K Buy
+10,094
New +$204K ﹤0.01% 3201

Other funds holding ESSA

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

Stifel Financial's ESSA Position: Q3 2025 in Review

Stifel Financial sold out of ESSA Bancorp (ESSA) in Q3 2025, closing a stake of 10,875 shares — an estimated $211K sold.

Stifel Financial first reported a position in ESSA in Q1 2025 and held it in 2 quarters. The position peaked at $211K in Q2 2025. 1 fund tracked by Wall St. Rank holds ESSA as of Q3 2025.

  • Stifel Financial reported no remaining ESSA Bancorp position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 10,875 ESSA Bancorp shares in Q3 2025, an estimated $211K.
  • Stifel Financial first reported a position in ESSA Bancorp in Q1 2025 and held it in 2 quarters.
  • Stifel Financial's ESSA Bancorp position peaked at $211K in Q2 2025.
  • 1 fund tracked by Wall St. Rank held ESSA Bancorp as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.