UBS Group
ESSA

UBS Group’s ESSA Bancorp ESSA Stock Holding History

UBS Group’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
-4,046
Closed -$78.5K – 10465
2025
Q2 		$78.5K Buy
4,046
+356
+10% +$6.58K ﹤0.01% 7425
2025
Q1 		$69.6K Sell
3,690
-1,227
-25% -$24.8K ﹤0.01% 7334
2024
Q4 		$95.9K Buy
4,917
+485
+11% +$9.51K ﹤0.01% 6902
2024
Q3 		$85.2K Buy
4,432
+1,679
+61% +$30.8K ﹤0.01% 6466
2024
Q2 		$48.4K Sell
2,753
-5,983
-68% -$101K ﹤0.01% 6712
2024
Q1 		$159K Sell
8,736
-1,067
-11% -$19.7K ﹤0.01% 5998
2023
Q4 		$196K Buy
9,803
+4,829
+97% +$80.7K ﹤0.01% 5791
2023
Q3 		$74.7K Sell
4,974
-285
-5% -$4.54K ﹤0.01% 6034
2023
Q2 		$78.6K Buy
5,259
+4,644
+755% +$70.1K ﹤0.01% 6190
2023
Q1 		$9.67K Buy
615
+421
+217% +$8.09K ﹤0.01% 7634
2022
Q4 		$4.05K Hold
194
– – ﹤0.01% 9398
2022
Q3 		$4K Sell
194
-887
-82% -$16.7K ﹤0.01% 9350
2022
Q2 		$18K Buy
1,081
+136
+14% +$2.27K ﹤0.01% 7004
2022
Q1 		$16K Sell
945
-426
-31% -$7.6K ﹤0.01% 7735
2021
Q4 		$23K Buy
1,371
+915
+201% +$15.3K ﹤0.01% 7675
2021
Q3 		$7K Buy
456
+84
+23% +$1.39K ﹤0.01% 8306
2021
Q2 		$6K Sell
372
-1,719
-82% -$27.3K ﹤0.01% 8436
2021
Q1 		$33K Buy
2,091
+178
+9% +$2.81K ﹤0.01% 6922
2020
Q4 		$29K Buy
1,913
+744
+64% +$10.7K ﹤0.01% 6656
2020
Q3 		$14K Sell
1,169
-2,614
-69% -$34.1K ﹤0.01% 6576
2020
Q2 		$53K Sell
3,783
-2,111
-36% -$27.2K ﹤0.01% 5802
2020
Q1 		$81K Sell
5,894
-6,265
-52% -$101K ﹤0.01% 5458
2019
Q4 		$206K Buy
12,159
+4,032
+50% +$67.2K ﹤0.01% 5591
2019
Q3 		$133K Buy
8,127
+5,932
+270% +$91K ﹤0.01% 5573
2019
Q2 		$34K Buy
2,195
+726
+49% +$11.2K ﹤0.01% 6233
2019
Q1 		$23K Sell
1,469
-3,969
-73% -$62.6K ﹤0.01% 6176
2018
Q4 		$85K Buy
5,438
+1,279
+31% +$20.6K ﹤0.01% 5667
2018
Q3 		$67K Buy
4,159
+1,596
+62% +$25.4K ﹤0.01% 5936
2018
Q2 		$41K Buy
2,563
+2,369
+1,221% +$35.9K ﹤0.01% 6141
2018
Q1 		$3K Sell
194
-429
-69% -$6.63K ﹤0.01% 7416
2017
Q4 		$10K Sell
623
-1,036
-62% -$16.4K ﹤0.01% 7016
2017
Q3 		$26K Buy
1,659
+191
+13% +$2.85K ﹤0.01% 6265
2017
Q2 		$22K Sell
1,468
-100
-6% -$1.49K ﹤0.01% 6224
2017
Q1 		$23K Sell
1,568
-1,054
-40% -$16.5K ﹤0.01% 6037
2016
Q4 		$41K Buy
2,622
+2,428
+1,252% +$35.8K ﹤0.01% 5977
2016
Q3 		$3K Hold
194
– – ﹤0.01% 7278
2016
Q2 		$3K Sell
194
-29,074
-99% -$393K ﹤0.01% 7324
2016
Q1 		$395K Buy
29,268
+29,074
+14,987% +$391K ﹤0.01% 3947
2015
Q4 		$3K Sell
194
-1,353
-87% -$17.9K ﹤0.01% 7871
2015
Q3 		$20K Sell
1,547
-223
-13% -$2.87K ﹤0.01% 6691
2015
Q2 		$23K Buy
1,770
+1,376
+349% +$17.7K ﹤0.01% 6748
2015
Q1 		$5K Sell
394
-732
-65% -$9K ﹤0.01% 8096
2014
Q4 		$14K Buy
+1,126
New +$12.9K ﹤0.01% 8080

Other funds holding ESSA

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

UBS Group's ESSA Position: Q3 2025 in Review

UBS Group sold out of ESSA Bancorp (ESSA) in Q3 2025, closing a stake of 4,046 shares — an estimated $78.5K sold.

UBS Group first reported a position in ESSA in Q4 2014 and held it in 43 quarters. The position peaked at $395K in Q1 2016. 1 fund tracked by Wall St. Rank holds ESSA as of Q3 2025.

  • UBS Group reported no remaining ESSA Bancorp position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 4,046 ESSA Bancorp shares in Q3 2025, an estimated $78.5K.
  • UBS Group first reported a position in ESSA Bancorp in Q4 2014 and held it in 43 quarters.
  • UBS Group's ESSA Bancorp position peaked at $395K in Q1 2016.
  • 1 fund tracked by Wall St. Rank held ESSA Bancorp as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.