Essex Bank

All 13F Filings

Location
Essex, CT
Most recent 13F
Q3 2026
Holdings value ($000)
502,526
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/16/2026 318 502,526 13F-HR Essex Bank
Q2 2026 7/23/2026 318 462,454 13F-HR Essex Bank
Q1 2026 4/17/2026 305 452,048 13F-HR Essex Bank
Q4 2025 2/2/2026 312 461,430 13F-HR Essex Bank
Q3 2025 11/4/2025 309 444,013 13F-HR Essex Bank
Q2 2025 7/11/2025 310 419,648 13F-HR Essex Savings Bank
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 389.4 K 77.5% 37.53 K 0 37.53 K
ETFs 113.2 K 22.5% 2.55 K 0 2.55 K
Swipe for more columns

Fund Snapshot

Q3 2026
Latest filed
10/16/2026
Total value ($000)
502,526
Holdings
318
QoQ value change ($000)
40,072 (8.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.