Parkside Financial Bank & Trust has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $742 Million distributed in 3306 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $42.5M, Ishares Russell 1000 Gr ETF with a value of $34.4M, Vanguard Russell 1000 Growth E with a value of $34.4M, Vanguard Russell 1000 Value Et with a value of $27.8M, and Microsoft Corp with a value of $21.3M.

Examining the 13F form we can see an increase of $40.3M in the current position value, from $702M to 742M.

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

Portfolio value $742 Million
ETFs: $372 Million
Technology: $128 Million
Financial Services: $55.3 Million
Consumer Cyclical: $40.5 Million
Healthcare: $33.1 Million
Industrials: $31.2 Million
Consumer Defensive: $23 Million
Communication Services: $22.1 Million
Other: $35.7 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 3,306
  • Current Value $742 Million
  • Prior Value $702 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 137 stocks
  • Additional Purchases 912 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 432 stocks
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