Essex Savings Bank »

Profesionally Managed Portfo shares owned by Essex Savings Bank

Quarter-by-quarter ownership of Profesionally Managed Portfo (CAFX) shares owned by Essex Savings Bank from 13F filings

Historical chart of Essex Savings Bank investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Essex Savings Bank consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Profesionally Managed Portfo by Essex Savings Bank

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 51k 25.02
2025-06-30 $1.2M 50k 24.93
2025-03-31 $1.2M 48k 24.79

More positions owned by Essex Savings Bank

Apple Computer Inc. Cmn. Common Stock (AAPL)
Chevron Common Stock (CVX)
Exxon Mobil Corporation Common Stock (XOM)
Microsoft Common Stock (MSFT)
Automatic Data Processing Inc - Taxable Common Stock (ADP)
Johnson & Johnson Common Stock (JNJ)
Berkshire Hathaway Inc Del Common Stock (BRK.A)
Jp Morgan Chase & Co Common Stock (JPM)
Nvidia Corp Common Stock (NVDA)
Lilly Eli & Company Common Stock (LLY)
Broadcom Common Stock (AVGO)
Alphabet Common Stock (GOOG)
Amazon Common Stock (AMZN)
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)
Vanguard Index Fds S&p 500 Etf Exchange Traded Fds-equity (VOO)

View all positions for Essex Savings Bank

Top funds holding Profesionally Managed Portfo

Advisor Group Holdings
Congress Wealth Management LLC / DE /
Envestnet Asset Management
Envestnet Portfolio Solutions
Principal Securities
Mml Investors Services
Hilltop Holdings
Branch Banking & Trust Company
Goldman Sachs Group
National Asset Management
Flow Traders US
Resources Investment Advisors
Kestra Advisory Services
Essex Savings Bank
Kestra Investment Management

View all funds holding Profesionally Managed Portfo