Essex Bank
All 13F Filings
- Location
- Essex, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 462,454
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 351.8 K | 76.1% | 0 | 5.191 K | -5.191 K |
| ETFs | 110.6 K | 23.9% | 15.59 K | 0 | 15.59 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
462,454
Holdings
318
QoQ value change ($000)
10,406
(2.3%)
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.