MBL Wealth’s Park National Corp PRK Stock Holding History

MBL Wealth’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	$1.09M	Hold	5,937	–	–	0.07%	128
2026 Q1	$970K	Buy	5,937 +1	+0%	+$164	0.07%	128
2025 Q4	$903K	Hold	5,936	–	–	0.07%	128
2025 Q3	$965K	Hold	5,936	–	–	0.08%	115
2025 Q2	$993K	Hold	5,936	–	–	0.09%	100
2025 Q1	$899K	Hold	5,936	–	–	0.09%	104
2024 Q4	$1.02M	Hold	5,936	–	–	0.1%	94
2024 Q3	$997K	Hold	5,936	–	–	0.11%	92
2024 Q2	$845K	Hold	5,936	–	–	0.09%	100
2024 Q1	$806K	Hold	5,936	–	–	0.09%	99
2023 Q4	$789K	Hold	5,936	–	–	0.1%	95
2023 Q3	$561K	Hold	5,936	–	–	0.08%	108
2023 Q2	$607K	Hold	5,936	–	–	0.09%	98
2023 Q1	$704K	Hold	5,936	–	–	0.11%	78
2022 Q4	$835K	Hold	5,936	–	–	0.16%	72
2022 Q3	$739K	Hold	5,936	–	–	0.16%	74
2022 Q2	$720K	Hold	5,936	–	–	0.18%	73
2022 Q1	$780K	Buy	+5,936	New	+$800K	0.19%	74
2021 Q1	$768K	Hold	5,936	–	–	0.27%	58
2020 Q4	$626K	Buy	+5,936	New	+$583K	0.25%	62

Other funds holding PRK

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return