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Park Square Financial Group’s Applied Industrial Technologies AIT Stock Holding History

Park Square Financial Group’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-33
Closed -$7.7K – 274
2025
Q2 		$7.7K Sell
33
-57
-63% -$13K 0.01% 648
2025
Q1 		$20.3K Hold
90
– – 0.02% 434
2024
Q4 		$21.6K Buy
+90
New +$22.4K 0.01% 412

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Park Square Financial Group's AIT Position: Q3 2025 in Review

Park Square Financial Group sold out of Applied Industrial Technologies (AIT) in Q3 2025, closing a stake of 33 shares — an estimated $7.7K sold.

Park Square Financial Group first reported a position in AIT in Q4 2024 and held it in 3 quarters. The position peaked at $21.6K in Q4 2024. 555 funds tracked by Wall St. Rank hold AIT as of Q3 2025.

  • Park Square Financial Group reported no remaining Applied Industrial Technologies position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 33 Applied Industrial Technologies shares in Q3 2025, an estimated $7.7K.
  • Park Square Financial Group first reported a position in Applied Industrial Technologies in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Applied Industrial Technologies position peaked at $21.6K in Q4 2024.
  • 555 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.