Caldwell Trust’s Park National Corp PRK Stock Holding History

Caldwell Trust’s Portfolio PRK Stock Details PRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.4K	Hold	166	–	–	﹤0.01%	556
2026 Q1	$27.1K	Hold	166	–	–	﹤0.01%	559
2025 Q4	$25.3K	Hold	166	–	–	﹤0.01%	553
2025 Q3	$27K	Hold	166	–	–	﹤0.01%	539
2025 Q2	$27.8K	Hold	166	–	–	﹤0.01%	529
2025 Q1	$25.1K	Hold	166	–	–	﹤0.01%	536
2024 Q4	$28.5K	Sell	166 -15	-8%	-$2.71K	﹤0.01%	512
2024 Q3	$30.4K	Hold	181	–	–	﹤0.01%	506
2024 Q2	$25.8K	Hold	181	–	–	﹤0.01%	518
2024 Q1	$24.6K	Hold	181	–	–	﹤0.01%	538
2023 Q4	$24K	Hold	181	–	–	﹤0.01%	529
2023 Q3	$17.1K	Hold	181	–	–	﹤0.01%	562
2023 Q2	$18.5K	Hold	181	–	–	﹤0.01%	567
2023 Q1	$21.5K	Hold	181	–	–	﹤0.01%	543
2022 Q4	$25.5K	Hold	181	–	–	﹤0.01%	506
2022 Q3	$22.5K	Hold	181	–	–	﹤0.01%	520
2022 Q2	$21.9K	Hold	181	–	–	﹤0.01%	533
2022 Q1	$23.8K	Hold	181	–	–	﹤0.01%	548
2021 Q4	$24.9K	Hold	181	–	–	﹤0.01%	542
2021 Q3	$22.1K	Sell	181 -400	-69%	-$46.6K	﹤0.01%	551
2021 Q2	$68.2K	Hold	581	–	–	0.01%	408
2021 Q1	$75.1K	Hold	581	–	–	0.01%	386
2020 Q4	$61K	Hold	581	–	–	0.01%	390
2020 Q3	$47.6K	Hold	581	–	–	0.01%	418
2020 Q2	$40.9K	Hold	581	–	–	0.01%	439
2020 Q1	$45.1K	Hold	581	–	–	0.01%	427
2019 Q4	$59.5K	Buy	+581	New	+$58K	0.01%	434

Other funds holding PRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Caldwell Trust's PRK Position: Q2 2026 in Review

Caldwell Trust held its Park National Corp (PRK) position steady in Q2 2026 at 166 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Caldwell Trust first reported a position in PRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $75.1K in Q1 2021. 272 funds tracked by Wall St. Rank hold PRK as of Q2 2026.

Caldwell Trust held 166 shares of Park National Corp worth $30.4K as of Q2 2026.
Caldwell Trust left its Park National Corp share count unchanged in Q2 2026.
Park National Corp made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #556 holding.
Caldwell Trust first reported a position in Park National Corp in Q4 2019 and has held it in 27 quarters since.
Caldwell Trust's Park National Corp position peaked at $75.1K in Q1 2021.
272 funds tracked by Wall St. Rank held Park National Corp as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.