Parkside Financial Bank & Trust has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $899 Million distributed in 4146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $38.8M, Apple Inc. with a value of $37.3M, Ishares Russell 1000 Gr ETF with a value of $35.1M, Vanguard Russell 1000 Value Et with a value of $31.6M, and Microsoft Corp with a value of $28.7M.

Examining the 13F form we can see an increase of $127M in the current position value, from $772M to 899M.

Below you can find more details about Parkside Financial Bank & Trust portfolio as well as his latest detailed transactions.

Portfolio value $899 Million
ETFs: $426 Million
Technology: $143 Million
Financial Services: $76.9 Million
Healthcare: $56.7 Million
Consumer Cyclical: $46.5 Million
Industrials: $42.6 Million
Consumer Defensive: $30.5 Million
Communication Services: $28.1 Million
Other: $48.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 4,146
  • Current Value $899 Million
  • Prior Value $772 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 316 stocks
  • Additional Purchases 1,403 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 673 stocks
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